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Shared Vision Wealth Group LLC: AAPL position timeline

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

Shared Vision Wealth Group LLC held 174,298 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,298 shares
    Change vs previous 13F +22 shares

    17.34% of the 13F portfolio, value $50,434,777.

    13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group 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 174,276 shares
    Change vs previous 13F -68 shares

    18.04% of the 13F portfolio, value $44,229,496.

    13F-HR 0002008178-26-000002 filed by Shared Vision Wealth Group 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 174,344 shares
    Change vs previous 13F -2,572 shares

    18.03% of the 13F portfolio, value $44,529,186.

    13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group 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 176,916 shares
    Change vs previous 13F -936 shares

    19.36% of the 13F portfolio, value $45,723,868.

    13F-HR 0002008178-25-000003 filed by Shared Vision Wealth Group 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 177,852 shares
    Change vs previous 13F +554 shares

    18.44% of the 13F portfolio, value $36,916,730.

    13F-HR 0001085146-25-004671 filed by Shared Vision Wealth Group 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 177,298 shares
    Change vs previous 13F -100 shares

    21.51% of the 13F portfolio, value $39,383,302.

    13F-HR 0001085146-25-002545 filed by Shared Vision Wealth Group 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 177,398 shares
    Change vs previous 13F -1,521 shares

    23.38% of the 13F portfolio, value $44,423,996.

    13F-HR 0001085146-25-000855 filed by Shared Vision Wealth Group 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 178,919 shares
    Change vs previous 13F not available

    22.27% of the 13F portfolio, value $41,688,087.

    13F-HR 0001085146-24-005516 filed by Shared Vision Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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