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Disclosery

SFG Wealth Management, LLC.: AAPL position timeline

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

SFG Wealth Management, LLC. held 8,755 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 8,755 shares
    Change vs previous 13F -94 shares

    0.91% of the 13F portfolio, value $2,533,297.

    13F-HR 0001908914-26-000005 filed by SFG 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 8,849 shares
    Change vs previous 13F -2,229 shares

    0.92% of the 13F portfolio, value $2,245,794.

    13F-HR 0001908914-26-000003 filed by SFG 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 11,078 shares
    Change vs previous 13F +261 shares

    1.18% of the 13F portfolio, value $3,011,652.

    13F-HR 0001908914-26-000002 filed by SFG 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 10,817 shares
    Change vs previous 13F -1,594 shares

    1.19% of the 13F portfolio, value $2,754,327.

    13F-HR 0001908914-25-000005 filed by SFG 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 12,411 shares
    Change vs previous 13F -284 shares

    1.54% of the 13F portfolio, value $2,546,436.

    13F-HR 0001085146-25-004187 filed by SFG 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 12,695 shares
    Change vs previous 13F -1,014 shares

    1.38% of the 13F portfolio, value $2,819,861.

    13F-HR 0001085146-25-002300 filed by SFG 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 13,709 shares
    Change vs previous 13F -18 shares

    1.8% of the 13F portfolio, value $3,433,072.

    13F-HR 0001085146-25-000281 filed by SFG Wealth Management, 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 13,727 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,198,359.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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