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Wealthspire Advisors, LLC: AAPL position timeline

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

Wealthspire Advisors, LLC held 784,975 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 784,975 shares
    Change vs previous 13F +272,168 shares

    1.25% of the 13F portfolio, value $227,140,380.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 512,807 shares
    Change vs previous 13F -77,757 shares

    1.02% of the 13F portfolio, value $130,145,163.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 590,564 shares
    Change vs previous 13F +147,930 shares

    1.28% of the 13F portfolio, value $160,550,723.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 442,634 shares
    Change vs previous 13F -5,837 shares

    0.59% of the 13F portfolio, value $112,707,933.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 448,471 shares
    Change vs previous 13F -153,044 shares

    0.52% of the 13F portfolio, value $92,012,761.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 601,515 shares
    Change vs previous 13F +139,367 shares

    0.8% of the 13F portfolio, value $133,614,634.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 462,148 shares
    Change vs previous 13F +24,823 shares

    1.15% of the 13F portfolio, value $115,731,254.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 437,325 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $101,896,802.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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