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U S WEALTH GROUP, LLC.: AAPL position timeline

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

U S WEALTH GROUP, LLC. held 27,148 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,148 shares
    Change vs previous 13F -932 shares

    4.7% of the 13F portfolio, value $7,855,575.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 28,080 shares
    Change vs previous 13F -166 shares

    4.82% of the 13F portfolio, value $7,126,436.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 28,246 shares
    Change vs previous 13F -182 shares

    5.06% of the 13F portfolio, value $7,678,958.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 28,428 shares
    Change vs previous 13F +2,921 shares

    4.73% of the 13F portfolio, value $7,238,622.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 25,507 shares
    Change vs previous 13F -1,410 shares

    4.08% of the 13F portfolio, value $5,233,271.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 26,917 shares
    Change vs previous 13F -1,428 shares

    4.74% of the 13F portfolio, value $5,979,078.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 28,345 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $7,098,160.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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