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WealthTrust Axiom LLC: AAPL position timeline

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

WealthTrust Axiom LLC held 77,880 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 77,880 shares
    Change vs previous 13F -321 shares

    5.03% of the 13F portfolio, value $22,535,384.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 78,201 shares
    Change vs previous 13F -423 shares

    4.88% of the 13F portfolio, value $19,846,604.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 78,624 shares
    Change vs previous 13F -607 shares

    5.5% of the 13F portfolio, value $21,374,650.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 79,231 shares
    Change vs previous 13F +107 shares

    5.4% of the 13F portfolio, value $20,174,572.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 79,124 shares
    Change vs previous 13F +332 shares

    4.77% of the 13F portfolio, value $16,233,883.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 78,792 shares
    Change vs previous 13F -1,139 shares

    5.33% of the 13F portfolio, value $17,501,980.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 79,931 shares
    Change vs previous 13F -527 shares

    5.96% of the 13F portfolio, value $20,016,271.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 80,458 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $18,746,665.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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