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WEALTH ALLIANCE, LLC: AAPL position timeline

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

WEALTH ALLIANCE, LLC held 371,628 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,628 shares
    Change vs previous 13F +32,964 shares

    9% of the 13F portfolio, value $107,534,290.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 338,664 shares
    Change vs previous 13F -3,356 shares

    8.49% of the 13F portfolio, value $85,949,561.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 342,020 shares
    Change vs previous 13F -2,274 shares

    9.1% of the 13F portfolio, value $92,981,631.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 344,294 shares
    Change vs previous 13F -2,027 shares

    9.02% of the 13F portfolio, value $87,667,457.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 346,321 shares
    Change vs previous 13F -4,502 shares

    7.94% of the 13F portfolio, value $71,054,750.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 350,823 shares
    Change vs previous 13F -11,090 shares

    9.43% of the 13F portfolio, value $77,928,415.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 361,913 shares
    Change vs previous 13F +1,695 shares

    10.84% of the 13F portfolio, value $90,630,222.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 360,218 shares
    Change vs previous 13F not available

    10.02% of the 13F portfolio, value $83,930,755.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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