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Disclosery

Simplicity Wealth,LLC: AAPL position timeline

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

Simplicity Wealth,LLC held 197,173 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,173 shares
    Change vs previous 13F +89,851 shares

    1.93% of the 13F portfolio, value $57,054,039.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 107,322 shares
    Change vs previous 13F +5,018 shares

    1.54% of the 13F portfolio, value $27,237,100.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 102,304 shares
    Change vs previous 13F -8,615 shares

    1.66% of the 13F portfolio, value $27,812,343.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 110,919 shares
    Change vs previous 13F -49,648 shares

    1.64% of the 13F portfolio, value $28,243,262.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 160,567 shares
    Change vs previous 13F +67,605 shares

    1.37% of the 13F portfolio, value $32,943,572.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 92,962 shares
    Change vs previous 13F +50,780 shares

    1.61% of the 13F portfolio, value $20,649,633.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 42,182 shares
    Change vs previous 13F -15,222 shares

    2.2% of the 13F portfolio, value $10,563,094.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 57,404 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $13,375,051.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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