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TrueWealth Advisors, LLC: AAPL position timeline

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

TrueWealth Advisors, LLC held 11,139 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,139 shares
    Change vs previous 13F -60 shares

    0.83% of the 13F portfolio, value $3,709,417.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,199 shares
    Change vs previous 13F -222 shares

    0.73% of the 13F portfolio, value $3,240,479.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 11,421 shares
    Change vs previous 13F +144 shares

    0.73% of the 13F portfolio, value $2,898,570.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 ended2025-12-31
    13F 11,277 shares
    Change vs previous 13F -42 shares

    0.79% of the 13F portfolio, value $3,065,761.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 11,319 shares
    Change vs previous 13F +289 shares

    0.78% of the 13F portfolio, value $2,882,196.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 11,030 shares
    Change vs previous 13F -330 shares

    0.67% of the 13F portfolio, value $2,263,094.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 ended2025-03-31
    13F 11,360 shares
    Change vs previous 13F +52 shares

    0.83% of the 13F portfolio, value $2,523,395.

    13F-HR 0001817714-25-000003 filed by TrueWealth 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 ended2024-12-31
    13F 11,308 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,831,802.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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