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Disclosery

Wade Financial Advisory, Inc: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on AAPL, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 15,580 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 15,580 shares
    Change vs previous 13F -703 shares

    1.19% of the 13F portfolio, value $3,460,867.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 16,283 shares
    Change vs previous 13F -209 shares

    1.38% of the 13F portfolio, value $4,077,497.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 16,492 shares
    Change vs previous 13F -380 shares

    1.29% of the 13F portfolio, value $3,842,605.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 16,872 shares
    Change vs previous 13F -1,199 shares

    1.28% of the 13F portfolio, value $3,553,600.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 18,071 shares
    Change vs previous 13F -759 shares

    1.13% of the 13F portfolio, value $3,098,846.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 18,830 shares
    Change vs previous 13F -973 shares

    1.37% of the 13F portfolio, value $3,625,392.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 19,803 shares
    Change vs previous 13F -1,388 shares

    1.45% of the 13F portfolio, value $3,389,944.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 21,191 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $4,106,901.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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