Skip to content
Disclosery

Strategies Wealth Advisors, LLC: AAPL position timeline

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

Strategies Wealth Advisors, LLC held 30,355 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,355 shares
    Change vs previous 13F -3,010 shares

    0.79% of the 13F portfolio, value $8,783,526.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth Advisors, 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 33,365 shares
    Change vs previous 13F -64 shares

    0.85% of the 13F portfolio, value $8,467,828.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth Advisors, 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 33,429 shares
    Change vs previous 13F +1,690 shares

    0.91% of the 13F portfolio, value $9,088,070.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth Advisors, 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 31,739 shares
    Change vs previous 13F +2,344 shares

    0.84% of the 13F portfolio, value $8,081,752.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, 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 29,395 shares
    Change vs previous 13F -1,807 shares

    0.66% of the 13F portfolio, value $6,030,958.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, 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 31,202 shares
    Change vs previous 13F +26,219 shares

    0.85% of the 13F portfolio, value $6,930,806.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, 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 4,983 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,177,949.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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