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Virtus Wealth Solutions LLC: AAPL position timeline

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

Virtus Wealth Solutions LLC held 10,366 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,366 shares
    Change vs previous 13F +4,394 shares

    0.41% of the 13F portfolio, value $2,999,452.

    13F-HR 0002045870-26-000004 filed by Virtus Wealth Solutions 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 5,972 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $1,515,600.

    13F-HR 0002045870-26-000003 filed by Virtus Wealth Solutions 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 5,966 shares
    Change vs previous 13F -9,806 shares

    0.31% of the 13F portfolio, value $1,621,993.

    13F-HR 0002045870-26-000001 filed by Virtus Wealth Solutions 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 15,772 shares
    Change vs previous 13F +187 shares

    0.77% of the 13F portfolio, value $4,016,125.

    13F-HR 0002045870-25-000009 filed by Virtus Wealth Solutions 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 15,585 shares
    Change vs previous 13F +17 shares

    0.66% of the 13F portfolio, value $3,197,530.

    13F-HR 0001085146-25-004193 filed by Virtus Wealth Solutions 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 15,568 shares
    Change vs previous 13F +562 shares

    1.05% of the 13F portfolio, value $3,458,056.

    13F-HR 0001085146-25-002296 filed by Virtus Wealth Solutions 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 15,006 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,757,729.

    13F-HR 0001085146-25-001261 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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