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Disclosery

SMART Wealth LLC: AAPL position timeline

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

SMART Wealth LLC held 13,782 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 13,782 shares
    Change vs previous 13F -2,593 shares

    0.86% of the 13F portfolio, value $3,987,971.

    13F-HR 0001214659-26-009678 filed by SMART 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 16,375 shares
    Change vs previous 13F +2,724 shares

    1.22% of the 13F portfolio, value $4,155,760.

    13F-HR 0001214659-26-004993 filed by SMART 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 13,651 shares
    Change vs previous 13F +725 shares

    1.13% of the 13F portfolio, value $3,711,095.

    13F-HR 0001214659-26-000820 filed by SMART 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 12,926 shares
    Change vs previous 13F +1,216 shares

    1.24% of the 13F portfolio, value $3,291,245.

    13F-HR 0001214659-25-016070 filed by SMART 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 11,710 shares
    Change vs previous 13F -674 shares

    0.75% of the 13F portfolio, value $2,402,569.

    13F-HR 0001214659-25-011937 filed by SMART 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 12,384 shares
    Change vs previous 13F -4,263 shares

    0.99% of the 13F portfolio, value $2,750,843.

    13F-HR 0001214659-25-006525 filed by SMART 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 16,647 shares
    Change vs previous 13F +2,067 shares

    1.48% of the 13F portfolio, value $4,168,699.

    13F-HR 0001214659-25-001425 filed by SMART 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 14,580 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,397,193.

    13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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