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Retirement Wealth Solutions LLC: AAPL position timeline

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

Retirement Wealth Solutions LLC held 2,939 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,939 shares
    Change vs previous 13F +461 shares

    0.52% of the 13F portfolio, value $978,618.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,478 shares
    Change vs previous 13F +4 shares

    0.4% of the 13F portfolio, value $716,923.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,474 shares
    Change vs previous 13F +171 shares

    0.4% of the 13F portfolio, value $627,779.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,303 shares
    Change vs previous 13F +11 shares

    0.4% of the 13F portfolio, value $625,989.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,292 shares
    Change vs previous 13F +91 shares

    0.38% of the 13F portfolio, value $583,514.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,201 shares
    Change vs previous 13F +78 shares

    0.33% of the 13F portfolio, value $451,580.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,123 shares
    Change vs previous 13F +505 shares

    0.38% of the 13F portfolio, value $471,582.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,618 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $383,224.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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