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Disclosery

VANCE WEALTH, LLC: AAPL position timeline

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

VANCE WEALTH, LLC held 44,750 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,750 shares
    Change vs previous 13F +595 shares

    2.92% of the 13F portfolio, value $12,948,728.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 44,155 shares
    Change vs previous 13F +2,228 shares

    3.24% of the 13F portfolio, value $11,206,153.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 41,927 shares
    Change vs previous 13F -731 shares

    3.39% of the 13F portfolio, value $11,398,334.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 42,658 shares
    Change vs previous 13F +4,010 shares

    3.34% of the 13F portfolio, value $10,862,116.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 38,648 shares
    Change vs previous 13F +921 shares

    2.67% of the 13F portfolio, value $7,929,330.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 37,727 shares
    Change vs previous 13F +522 shares

    3.15% of the 13F portfolio, value $8,380,366.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 37,205 shares
    Change vs previous 13F -2,385 shares

    3.6% of the 13F portfolio, value $9,316,877.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 39,590 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $9,224,516.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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