Skip to content
Disclosery

WADDELL & ASSOCIATES, LLC: AAPL position timeline

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

WADDELL & ASSOCIATES, LLC held 71,385 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,385 shares
    Change vs previous 13F +5,877 shares

    1.02% of the 13F portfolio, value $20,655,934.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, 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 65,508 shares
    Change vs previous 13F +3,479 shares

    0.94% of the 13F portfolio, value $16,625,168.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, 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 62,029 shares
    Change vs previous 13F +3,078 shares

    1.14% of the 13F portfolio, value $16,863,140.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, 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 58,951 shares
    Change vs previous 13F +6,831 shares

    1.28% of the 13F portfolio, value $15,010,662.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, 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 52,120 shares
    Change vs previous 13F +1,871 shares

    1.14% of the 13F portfolio, value $10,693,521.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, 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/A 50,249 shares
    Change vs previous 13F +10,487 shares

    1.36% of the 13F portfolio, value $11,161,786.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, 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 39,762 shares
    Change vs previous 13F -1,044 shares

    1.02% of the 13F portfolio, value $9,957,090.

    13F-HR/A 0001765380-25-000229 filed by WADDELL & ASSOCIATES, 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 40,806 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $9,507,780.

    13F-HR 0001765380-24-000430 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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