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WEALTH EFFECTS LLC: AAPL position timeline

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

WEALTH EFFECTS LLC held 79,306 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,306 shares
    Change vs previous 13F -1,251 shares

    6.19% of the 13F portfolio, value $22,948,044.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 80,557 shares
    Change vs previous 13F -1,317 shares

    7.24% of the 13F portfolio, value $20,444,627.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 81,874 shares
    Change vs previous 13F +325 shares

    6.97% of the 13F portfolio, value $22,258,154.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 81,549 shares
    Change vs previous 13F -2,217 shares

    6.68% of the 13F portfolio, value $20,764,815.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 83,766 shares
    Change vs previous 13F -2,252 shares

    6.43% of the 13F portfolio, value $17,186,181.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 86,018 shares
    Change vs previous 13F -1,837 shares

    8.03% of the 13F portfolio, value $19,107,134.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 87,855 shares
    Change vs previous 13F -2,757 shares

    7.82% of the 13F portfolio, value $22,000,689.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 90,612 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $21,112,578.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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