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Strategic Wealth Investment Group, LLC: AAPL position timeline

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

Strategic Wealth Investment Group, LLC held 92,998 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,998 shares
    Change vs previous 13F -7,411 shares

    3.26% of the 13F portfolio, value $26,909,920.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment 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 100,409 shares
    Change vs previous 13F -866 shares

    3.23% of the 13F portfolio, value $25,482,862.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment 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 101,275 shares
    Change vs previous 13F -46,815 shares

    3.38% of the 13F portfolio, value $27,532,660.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment 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 148,090 shares
    Change vs previous 13F +137,059 shares

    3.17% of the 13F portfolio, value $37,708,187.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment 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 11,031 shares
    Change vs previous 13F +1,109 shares

    3.28% of the 13F portfolio, value $2,263,312.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment 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 9,922 shares
    Change vs previous 13F -169,108 shares

    3.84% of the 13F portfolio, value $2,203,883.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment 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/A 179,030 shares
    Change vs previous 13F -2,817 shares

    4.95% of the 13F portfolio, value $44,832,976.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment 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 181,847 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $41,135,647.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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