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Three Bridge Wealth Advisors, LLC: AAPL position timeline

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

Three Bridge Wealth Advisors, LLC held 8,235 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,235 shares
    Change vs previous 13F -115 shares

    0.6% of the 13F portfolio, value $2,382,950.

    13F-HR 0001420506-26-001307 filed by Three Bridge 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 8,350 shares
    Change vs previous 13F -10,800 shares

    0.58% of the 13F portfolio, value $2,119,139.

    13F-HR 0001420506-26-000928 filed by Three Bridge 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 19,150 shares
    Change vs previous 13F +125 shares

    1.37% of the 13F portfolio, value $5,205,999.

    13F-HR 0001950962-26-000001 filed by Three Bridge 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 19,025 shares
    Change vs previous 13F -9,875 shares

    1.25% of the 13F portfolio, value $4,844,380.

    13F-HR 0001950962-25-000011 filed by Three Bridge 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 28,900 shares
    Change vs previous 13F +16,692 shares

    1.56% of the 13F portfolio, value $5,929,487.

    13F-HR 0001950962-25-000007 filed by Three Bridge 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 12,208 shares
    Change vs previous 13F -1,180 shares

    0.94% of the 13F portfolio, value $2,711,826.

    13F-HR 0001950962-25-000004 filed by Three Bridge 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 13,388 shares
    Change vs previous 13F +689 shares

    1.17% of the 13F portfolio, value $3,352,539.

    13F-HR 0001950962-25-000002 filed by Three Bridge Wealth Advisors, 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 12,699 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,958,846.

    13F-HR 0001950962-24-000010 filed by Three Bridge Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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