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Disclosery

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 204,571 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,571 shares
    Change vs previous 13F +155,198 shares

    14.77% of the 13F portfolio, value $59,195,000.

    13F-HR 0002013988-26-000003 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).

  2. period ended2026-03-31
    13F 49,373 shares
    Change vs previous 13F +284 shares

    11.69% of the 13F portfolio, value $12,530,000.

    13F-HR 0002013988-26-000002 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).

  3. period ended2025-12-31
    13F 49,089 shares
    Change vs previous 13F -1,860 shares

    13.01% of the 13F portfolio, value $13,345,000.

    13F-HR 0002013988-26-000001 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).

  4. period ended2025-06-30
    13F 50,949 shares
    Change vs previous 13F -24,391 shares

    10.37% of the 13F portfolio, value $10,453,000.

    13F-HR 0002013988-25-000006 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).

  5. period ended2025-03-31
    13F 75,340 shares
    Change vs previous 13F +1,344 shares

    10.85% of the 13F portfolio, value $16,735,000.

    13F-HR 0002013988-25-000002 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).

  6. period ended2024-12-31
    13F 73,996 shares
    Change vs previous 13F -219 shares

    11.98% of the 13F portfolio, value $18,530,000.

    13F-HR 0002013988-25-000001 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).

  7. period ended2024-09-30
    13F/A 74,215 shares
    Change vs previous 13F not available

    11.6% of the 13F portfolio, value $17,292,000.

    13F-HR/A 0001665518-24-000007 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).