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Rothschild Wealth LLC: AAPL position timeline

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

Rothschild Wealth LLC held 55,993 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,993 shares
    Change vs previous 13F +4,695 shares

    1.29% of the 13F portfolio, value $16,202,120.

    13F-HR 0001104659-26-093815 filed by Rothschild 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 51,298 shares
    Change vs previous 13F +15,513 shares

    1.18% of the 13F portfolio, value $13,018,962.

    13F-HR 0001104659-26-055991 filed by Rothschild 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/A 35,785 shares
    Change vs previous 13F +6,418 shares

    0.93% of the 13F portfolio, value $9,728,590.

    13F-HR/A 0001104659-26-015620 filed by Rothschild 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 29,367 shares
    Change vs previous 13F +1,462 shares

    1.63% of the 13F portfolio, value $7,477,625.

    13F-HR 0001104659-25-112060 filed by Rothschild 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 27,905 shares
    Change vs previous 13F +554 shares

    1.4% of the 13F portfolio, value $5,725,221.

    13F-HR 0001104659-25-077736 filed by Rothschild 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 27,351 shares
    Change vs previous 13F +1,579 shares

    1.7% of the 13F portfolio, value $6,075,468.

    13F-HR 0001104659-25-049217 filed by Rothschild 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 25,772 shares
    Change vs previous 13F +743 shares

    1.89% of the 13F portfolio, value $6,453,891.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth 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 25,029 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $5,831,654.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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