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Visionary Wealth Advisors: AAPL position timeline

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

Visionary Wealth Advisors held 403,814 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,814 shares
    Change vs previous 13F +2,570 shares

    4.61% of the 13F portfolio, value $116,847,625.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 401,244 shares
    Change vs previous 13F +2,738 shares

    4.51% of the 13F portfolio, value $101,831,718.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 398,506 shares
    Change vs previous 13F -10,791 shares

    4.89% of the 13F portfolio, value $108,337,735.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 409,297 shares
    Change vs previous 13F +2,571 shares

    4.86% of the 13F portfolio, value $104,219,207.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 406,726 shares
    Change vs previous 13F +189,178 shares

    4.26% of the 13F portfolio, value $83,448,068.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 217,548 shares
    Change vs previous 13F +726 shares

    2.9% of the 13F portfolio, value $48,324,031.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 216,822 shares
    Change vs previous 13F -1,704 shares

    3.18% of the 13F portfolio, value $54,296,638.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 218,526 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $50,916,529.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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