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Disclosery

Wealth Forward, LLC: AAPL position timeline

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

Wealth Forward, LLC held 13,292 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,292 shares
    Change vs previous 13F +24 shares

    1.92% of the 13F portfolio, value $3,846,173.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 13,268 shares
    Change vs previous 13F -114 shares

    1.9% of the 13F portfolio, value $3,367,286.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 13,382 shares
    Change vs previous 13F +252 shares

    2.06% of the 13F portfolio, value $3,638,031.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, 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 13,130 shares
    Change vs previous 13F +264 shares

    1.94% of the 13F portfolio, value $3,343,292.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, 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 12,866 shares
    Change vs previous 13F +491 shares

    1.77% of the 13F portfolio, value $2,639,717.

    13F-HR 0002012773-25-000005 filed by Wealth Forward, 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 12,375 shares
    Change vs previous 13F +11 shares

    1.96% of the 13F portfolio, value $2,748,859.

    13F-HR 0002012773-25-000003 filed by Wealth Forward, 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 12,364 shares
    Change vs previous 13F -219 shares

    2.18% of the 13F portfolio, value $3,096,193.

    13F-HR 0002012773-25-000001 filed by Wealth Forward, 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 12,583 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,931,839.

    13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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