Schwallier Wealth Management LLC: AAPL position timeline

Schwallier Wealth Management LLC held 2,617 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,617 shares

   Change vs previous 13F -149 shares

   0.48% of the 13F portfolio, value $757,325.

   13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,766 shares

   Change vs previous 13F -606 shares

   0.51% of the 13F portfolio, value $702,008.

   13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,372 shares

   Change vs previous 13F -523 shares

   0.56% of the 13F portfolio, value $874,897.

   13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,895 shares

   Change vs previous 13F +467 shares

   0.62% of the 13F portfolio, value $991,855.

   13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,428 shares

   Change vs previous 13F -380 shares

   0.43% of the 13F portfolio, value $703,396.

   13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,808 shares

   Change vs previous 13F +871 shares

   0.62% of the 13F portfolio, value $845,894.

   13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2024-12-31

   13F 2,937 shares

   Change vs previous 13F +261 shares

   0.56% of the 13F portfolio, value $735,526.

   13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,676 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $623,571.

   13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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