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Rochester Wealth Strategies, LLC: AAPL position timeline

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

Rochester Wealth Strategies, LLC held 1,213 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,213 shares
    Change vs previous 13F -472 shares

    0.19% of the 13F portfolio, value $350,930.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 1,685 shares
    Change vs previous 13F +19 shares

    0.26% of the 13F portfolio, value $427,581.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 1,666 shares
    Change vs previous 13F -43 shares

    0.28% of the 13F portfolio, value $452,848.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 1,709 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $435,097.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 1,708 shares
    Change vs previous 13F +46 shares

    0.25% of the 13F portfolio, value $350,530.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 1,662 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $369,227.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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