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Wealthspire Retirement, LLC: AAPL position timeline

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

Wealthspire Retirement, LLC held 33,554 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 33,554 shares
    Change vs previous 13F +1,039 shares

    0.54% of the 13F portfolio, value $9,903,225.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 32,515 shares
    Change vs previous 13F -874 shares

    0.5% of the 13F portfolio, value $8,251,918.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 33,389 shares
    Change vs previous 13F -30 shares

    0.55% of the 13F portfolio, value $9,077,041.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 33,419 shares
    Change vs previous 13F -38,780 shares

    0.54% of the 13F portfolio, value $8,509,631.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 72,199 shares
    Change vs previous 13F +313 shares

    0.98% of the 13F portfolio, value $14,813,057.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 71,886 shares
    Change vs previous 13F +6 shares

    1.27% of the 13F portfolio, value $15,967,962.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 71,880 shares
    Change vs previous 13F +31,872 shares

    1.42% of the 13F portfolio, value $18,000,192.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 40,008 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $9,321,721.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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