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Disclosery

POTENTIA WEALTH: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTENTIA WEALTH on AAPL, newest first. How the timeline and the estimate are built.

POTENTIA WEALTH held 85,374 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,374 shares
    Change vs previous 13F -23,450 shares

    10.11% of the 13F portfolio, value $24,703,831.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,824 shares
    Change vs previous 13F +14,854 shares

    10.66% of the 13F portfolio, value $27,618,304.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 93,970 shares
    Change vs previous 13F +24,584 shares

    9.36% of the 13F portfolio, value $25,546,547.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,386 shares
    Change vs previous 13F +11,053 shares

    6.74% of the 13F portfolio, value $17,667,706.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,333 shares
    Change vs previous 13F +1,066 shares

    6.82% of the 13F portfolio, value $11,968,234.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,267 shares
    Change vs previous 13F -65 shares

    5.96% of the 13F portfolio, value $12,720,759.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 57,332 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $14,357,072.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).