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Disclosery

Wallace Advisory Group, LLC: AAPL position timeline

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

Wallace Advisory Group, LLC held 8,565 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,565 shares
    Change vs previous 13F +909 shares

    2.33% of the 13F portfolio, value $2,478,229.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 7,656 shares
    Change vs previous 13F -529 shares

    2.08% of the 13F portfolio, value $1,943,067.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 8,185 shares
    Change vs previous 13F -1,921 shares

    2.33% of the 13F portfolio, value $2,225,105.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 10,106 shares
    Change vs previous 13F -4,325 shares

    1.67% of the 13F portfolio, value $2,073,541.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 14,431 shares
    Change vs previous 13F -3,643 shares

    2.33% of the 13F portfolio, value $3,205,592.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 18,074 shares
    Change vs previous 13F +531 shares

    3.13% of the 13F portfolio, value $4,526,212.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 17,543 shares
    Change vs previous 13F +5,212 shares

    2.83% of the 13F portfolio, value $4,087,444.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 12,331 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,597,161.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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