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TRUE Private Wealth Advisors: AAPL position timeline

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

TRUE Private Wealth Advisors held 96,808 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,808 shares
    Change vs previous 13F -2,732 shares

    2.42% of the 13F portfolio, value $28,012,421.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 99,540 shares
    Change vs previous 13F -5,786 shares

    2.41% of the 13F portfolio, value $25,262,438.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 105,326 shares
    Change vs previous 13F -2,222 shares

    2.87% of the 13F portfolio, value $28,634,039.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 107,548 shares
    Change vs previous 13F -327 shares

    2.79% of the 13F portfolio, value $27,385,136.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 107,875 shares
    Change vs previous 13F -4,549 shares

    2.49% of the 13F portfolio, value $22,132,777.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 112,424 shares
    Change vs previous 13F -3,960 shares

    3.03% of the 13F portfolio, value $24,972,839.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 116,384 shares
    Change vs previous 13F -1,813 shares

    3.54% of the 13F portfolio, value $29,144,988.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 118,197 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $27,540,007.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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