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Disclosery

REBALANCE, LLC: AAPL position timeline

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

REBALANCE, LLC held 6,616 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,616 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $1,914,303.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 6,574 shares
    Change vs previous 13F -3,917 shares

    0.1% of the 13F portfolio, value $1,668,448.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 10,491 shares
    Change vs previous 13F +418 shares

    0.17% of the 13F portfolio, value $2,852,059.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 10,073 shares
    Change vs previous 13F -505 shares

    0.15% of the 13F portfolio, value $2,564,979.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 10,578 shares
    Change vs previous 13F -1,858 shares

    0.15% of the 13F portfolio, value $2,170,261.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 12,436 shares
    Change vs previous 13F +1,257 shares

    0.2% of the 13F portfolio, value $2,762,341.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 11,179 shares
    Change vs previous 13F +256 shares

    0.21% of the 13F portfolio, value $2,799,555.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 10,923 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,544,965.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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