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VCI Wealth Management LLC: AAPL position timeline

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

VCI Wealth Management LLC held 59,098 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,098 shares
    Change vs previous 13F +1,743 shares

    4.29% of the 13F portfolio, value $17,100,579.

    13F-HR 0002009388-26-000002 filed by VCI Wealth Management 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 57,355 shares
    Change vs previous 13F -3,406 shares

    4.03% of the 13F portfolio, value $14,556,107.

    13F-HR 0002085853-26-000440 filed by VCI Wealth Management 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 60,761 shares
    Change vs previous 13F +6,421 shares

    4.59% of the 13F portfolio, value $16,518,419.

    13F-HR 0002085853-26-000098 filed by VCI Wealth Management 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 54,340 shares
    Change vs previous 13F +203 shares

    4.2% of the 13F portfolio, value $13,836,699.

    13F-HR 0002085853-25-000098 filed by VCI Wealth Management 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 54,137 shares
    Change vs previous 13F +6,422 shares

    3.89% of the 13F portfolio, value $11,107,366.

    13F-HR 0001667731-25-001009 filed by VCI Wealth Management 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 47,715 shares
    Change vs previous 13F +1,986 shares

    4.45% of the 13F portfolio, value $10,598,895.

    13F-HR 0001667731-25-000595 filed by VCI Wealth Management 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/A 45,729 shares
    Change vs previous 13F +2,394 shares

    4.86% of the 13F portfolio, value $11,451,520.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management 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 43,335 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $10,096,952.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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