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TSA Wealth Managment LLC: AAPL position timeline

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

TSA Wealth Managment LLC held 10,769 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,769 shares
    Change vs previous 13F +1,700 shares

    0.88% of the 13F portfolio, value $3,116,023.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 9,069 shares
    Change vs previous 13F +1,119 shares

    0.74% of the 13F portfolio, value $2,301,504.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 7,950 shares
    Change vs previous 13F +1,121 shares

    0.72% of the 13F portfolio, value $2,161,393.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 6,829 shares
    Change vs previous 13F +680 shares

    0.59% of the 13F portfolio, value $1,738,932.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 6,149 shares
    Change vs previous 13F +783 shares

    0.46% of the 13F portfolio, value $1,261,607.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 5,366 shares
    Change vs previous 13F +78 shares

    0.47% of the 13F portfolio, value $1,191,927.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 5,288 shares
    Change vs previous 13F +20 shares

    0.54% of the 13F portfolio, value $1,324,157.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 5,268 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,227,346.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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