Wagner Wealth Management, LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wagner Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.
Wagner Wealth Management, LLC held 29,260 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 29,260 sharesChange vs previous 13F -423 shares
1.57% of the 13F portfolio, value $8,466,587.
13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,683 sharesChange vs previous 13F -6 shares
1.52% of the 13F portfolio, value $7,533,353.
13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,689 sharesChange vs previous 13F +3,127 shares
1.72% of the 13F portfolio, value $8,071,213.
13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,562 sharesChange vs previous 13F -382 shares
1.57% of the 13F portfolio, value $6,763,410.
13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,944 sharesChange vs previous 13F +1,240 shares
1.26% of the 13F portfolio, value $5,528,083.
13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,704 sharesChange vs previous 13F -65 shares
1.42% of the 13F portfolio, value $5,709,632.
13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,769 sharesChange vs previous 13F +687 shares
1.66% of the 13F portfolio, value $6,453,105.
13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,082 sharesChange vs previous 13F not available
1.58% of the 13F portfolio, value $5,844,159.
13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).