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Disclosery

Wealth Intelligence, LLC: AAPL position timeline

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

Wealth Intelligence, LLC held 26,291 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,291 shares
    Change vs previous 13F -99 shares

    3.53% of the 13F portfolio, value $7,607,442.

    13F-HR 0002112078-26-000003 filed by Wealth Intelligence, 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 26,390 shares
    Change vs previous 13F -1,098 shares

    3.22% of the 13F portfolio, value $6,697,645.

    13F-HR 0002112078-26-000002 filed by Wealth Intelligence, 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 27,488 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $7,472,951.

    13F-HR 0002112078-26-000001 filed by Wealth Intelligence, LLC
    Filed (acceptance time not in the bulk data set), ingested

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