Skip to content
Disclosery

PUREfi Wealth, LLC: AAPL position timeline

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

PUREfi Wealth, LLC held 20,757 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,757 shares
    Change vs previous 13F +1,041 shares

    3.3% of the 13F portfolio, value $6,006,381.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 19,716 shares
    Change vs previous 13F +3,498 shares

    3.28% of the 13F portfolio, value $5,003,790.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 16,218 shares
    Change vs previous 13F +1,127 shares

    3.38% of the 13F portfolio, value $4,409,037.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, 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 15,091 shares
    Change vs previous 13F -471 shares

    2.96% of the 13F portfolio, value $3,842,716.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 15,562 shares
    Change vs previous 13F +927 shares

    2.55% of the 13F portfolio, value $3,192,765.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 14,635 shares
    Change vs previous 13F +448 shares

    3.25% of the 13F portfolio, value $3,250,980.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 14,187 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $3,552,586.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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