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Wealth Group Ltd: AAPL position timeline

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

Wealth Group Ltd held 7,298 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,298 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $2,435,329.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,298 shares
    Change vs previous 13F -149 shares

    0.4% of the 13F portfolio, value $2,111,795.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,447 shares
    Change vs previous 13F +40 shares

    0.43% of the 13F portfolio, value $1,890,008.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,407 shares
    Change vs previous 13F -878 shares

    0.45% of the 13F portfolio, value $2,013,697.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,285 shares
    Change vs previous 13F -173 shares

    0.49% of the 13F portfolio, value $2,109,632.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,458 shares
    Change vs previous 13F -37 shares

    0.44% of the 13F portfolio, value $1,735,340.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,495 shares
    Change vs previous 13F +600 shares

    0.55% of the 13F portfolio, value $1,887,001.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,895 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,977,073.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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