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Rolek Wealth Management LLC: AAPL position timeline

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

Rolek Wealth Management LLC held 2,806 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,806 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $811,816.

    13F-HR 0001951757-26-001010 filed by Rolek Wealth Management 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 2,805 shares
    Change vs previous 13F -95 shares

    0.51% of the 13F portfolio, value $711,830.

    13F-HR 0001951757-26-000692 filed by Rolek Wealth Management 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 2,900 shares
    Change vs previous 13F +26 shares

    0.54% of the 13F portfolio, value $788,328.

    13F-HR 0001951757-26-000306 filed by Rolek Wealth Management 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 2,874 shares
    Change vs previous 13F -24 shares

    0.55% of the 13F portfolio, value $731,894.

    13F-HR 0001951757-25-001226 filed by Rolek Wealth Management 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 2,898 shares
    Change vs previous 13F +80 shares

    0.51% of the 13F portfolio, value $594,560.

    13F-HR 0001951757-25-000890 filed by Rolek Wealth Management 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 2,818 shares
    Change vs previous 13F +138 shares

    0.59% of the 13F portfolio, value $569,560.

    13F-HR 0001951757-25-000385 filed by Rolek Wealth Management 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 2,680 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $671,180.

    13F-HR 0001951757-25-000074 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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