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Disclosery

WFA of San Diego, LLC: AAPL position timeline

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

WFA of San Diego, LLC held 51,167 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,167 shares
    Change vs previous 13F -2,808 shares

    12.79% of the 13F portfolio, value $15,619,191.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 53,975 shares
    Change vs previous 13F -544 shares

    10.99% of the 13F portfolio, value $13,698,233.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 54,519 shares
    Change vs previous 13F -1,901 shares

    10.85% of the 13F portfolio, value $14,821,403.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 56,420 shares
    Change vs previous 13F -696 shares

    9.81% of the 13F portfolio, value $14,366,305.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 57,116 shares
    Change vs previous 13F +433 shares

    8.63% of the 13F portfolio, value $11,718,470.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 56,683 shares
    Change vs previous 13F not available

    11.14% of the 13F portfolio, value $13,207,023.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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