Skip to content
Disclosery

True Wealth Design, LLC: AAPL position timeline

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

True Wealth Design, LLC held 9,177 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,177 shares
    Change vs previous 13F -62 shares

    0.63% of the 13F portfolio, value $2,655,457.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 9,239 shares
    Change vs previous 13F +661 shares

    0.65% of the 13F portfolio, value $2,344,791.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 8,578 shares
    Change vs previous 13F +303 shares

    0.68% of the 13F portfolio, value $2,331,936.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 8,275 shares
    Change vs previous 13F +826 shares

    0.64% of the 13F portfolio, value $2,107,081.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 7,449 shares
    Change vs previous 13F +230 shares

    0.54% of the 13F portfolio, value $1,528,411.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 7,219 shares
    Change vs previous 13F +110 shares

    0.61% of the 13F portfolio, value $1,603,553.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 7,109 shares
    Change vs previous 13F +880 shares

    0.69% of the 13F portfolio, value $1,780,126.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, 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 6,229 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,451,347.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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