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Principle Wealth Partners LLC: AAPL position timeline

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

Principle Wealth Partners LLC held 361,967 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 361,967 shares
    Change vs previous 13F -4,742 shares

    5.17% of the 13F portfolio, value $104,738,674.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
    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 366,709 shares
    Change vs previous 13F -5,193 shares

    5.32% of the 13F portfolio, value $93,067,188.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
    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 371,902 shares
    Change vs previous 13F -2,970 shares

    5.7% of the 13F portfolio, value $101,105,393.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
    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 374,872 shares
    Change vs previous 13F -1,769 shares

    5.54% of the 13F portfolio, value $95,453,752.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
    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 376,641 shares
    Change vs previous 13F +8,610 shares

    4.83% of the 13F portfolio, value $77,275,436.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
    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 368,031 shares
    Change vs previous 13F -2,593 shares

    5.84% of the 13F portfolio, value $81,750,825.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
    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 370,624 shares
    Change vs previous 13F +723 shares

    6.51% of the 13F portfolio, value $92,811,812.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 369,901 shares
    Change vs previous 13F not available

    6.1% of the 13F portfolio, value $86,187,019.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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