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Disclosery

waypoint wealth counsel: AAPL position timeline

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

waypoint wealth counsel held 19,747 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,747 shares
    Change vs previous 13F -3,303 shares

    3.58% of the 13F portfolio, value $5,713,928.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 23,050 shares
    Change vs previous 13F -12,272 shares

    3.03% of the 13F portfolio, value $5,849,954.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 35,322 shares
    Change vs previous 13F +804 shares

    3.52% of the 13F portfolio, value $9,602,763.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 34,518 shares
    Change vs previous 13F +1,601 shares

    3.47% of the 13F portfolio, value $8,789,264.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 32,917 shares
    Change vs previous 13F +1,635 shares

    3.35% of the 13F portfolio, value $6,753,740.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 31,282 shares
    Change vs previous 13F +405 shares

    4.36% of the 13F portfolio, value $6,948,640.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 30,877 shares
    Change vs previous 13F +1,370 shares

    5.05% of the 13F portfolio, value $7,732,249.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 29,507 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $6,875,236.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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