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Disclosery

WBH ADVISORY INC: AAPL position timeline

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

WBH ADVISORY INC held 68,915 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,915 shares
    Change vs previous 13F -2,282 shares

    1.34% of the 13F portfolio, value $19,941,059.

    13F-HR 0001259671-26-000004 filed by WBH 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 ended2026-03-31
    13F 71,197 shares
    Change vs previous 13F -653 shares

    1.36% of the 13F portfolio, value $18,200,021.

    13F-HR 0001259671-26-000003 filed by WBH 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 ended2025-12-31
    13F 71,850 shares
    Change vs previous 13F -8 shares

    1.45% of the 13F portfolio, value $19,533,045.

    13F-HR 0001259671-26-000002 filed by WBH 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 ended2025-09-30
    13F 71,858 shares
    Change vs previous 13F -244 shares

    1.4% of the 13F portfolio, value $18,297,123.

    13F-HR 0001259671-25-000010 filed by WBH 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 ended2025-06-30
    13F 72,102 shares
    Change vs previous 13F -3,344 shares

    1.26% of the 13F portfolio, value $14,793,255.

    13F-HR 0001259671-25-000006 filed by WBH 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 ended2025-03-31
    13F 75,446 shares
    Change vs previous 13F -1,148 shares

    1.56% of the 13F portfolio, value $16,758,792.

    13F-HR 0001259671-25-000004 filed by WBH 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 ended2024-12-31
    13F 76,594 shares
    Change vs previous 13F +1,555 shares

    1.78% of the 13F portfolio, value $19,180,589.

    13F-HR 0001259671-25-000002 filed by WBH 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 ended2024-09-30
    13F 75,039 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $17,484,057.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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