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WealthShield Partners, LLC: AAPL position timeline

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

WealthShield Partners, LLC held 42,498 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,498 shares
    Change vs previous 13F -32,794 shares

    1.88% of the 13F portfolio, value $12,297,143.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 75,292 shares
    Change vs previous 13F -410 shares

    2.13% of the 13F portfolio, value $19,108,431.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 75,702 shares
    Change vs previous 13F +680 shares

    2.27% of the 13F portfolio, value $20,580,294.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 75,022 shares
    Change vs previous 13F +801 shares

    2.17% of the 13F portfolio, value $19,102,950.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 74,221 shares
    Change vs previous 13F +3,388 shares

    1.84% of the 13F portfolio, value $15,227,946.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 70,833 shares
    Change vs previous 13F +11,718 shares

    2.03% of the 13F portfolio, value $15,734,145.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 59,115 shares
    Change vs previous 13F -4,234 shares

    2.1% of the 13F portfolio, value $14,803,611.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 63,349 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $14,760,227.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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