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WCG Wealth Advisors LLC: AAPL position timeline

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

WCG Wealth Advisors LLC held 310,820 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,820 shares
    Change vs previous 13F -6,470 shares

    2.13% of the 13F portfolio, value $89,938,783.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 317,290 shares
    Change vs previous 13F -3,700 shares

    2.25% of the 13F portfolio, value $80,524,984.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 320,990 shares
    Change vs previous 13F +143,589 shares

    2.45% of the 13F portfolio, value $87,264,230.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors 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 177,401 shares
    Change vs previous 13F -10,453 shares

    2.83% of the 13F portfolio, value $45,171,558.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 187,854 shares
    Change vs previous 13F +1,243 shares

    2.49% of the 13F portfolio, value $38,542,055.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 186,611 shares
    Change vs previous 13F -3,246 shares

    3.15% of the 13F portfolio, value $41,451,868.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors 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 189,857 shares
    Change vs previous 13F -8,908 shares

    3.14% of the 13F portfolio, value $47,544,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors 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 198,765 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $46,312,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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