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Disclosery

Wharton Business Group, LLC: AAPL position timeline

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

Wharton Business Group, LLC held 405,851 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,851 shares
    Change vs previous 13F -23,601 shares

    3.93% of the 13F portfolio, value $117,437,000.

    13F-HR 0001513126-26-000003 filed by Wharton Business Group, 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 429,452 shares
    Change vs previous 13F -1,435 shares

    4.12% of the 13F portfolio, value $108,990,644.

    13F-HR 0001513126-26-000002 filed by Wharton Business Group, 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 430,887 shares
    Change vs previous 13F -5,239 shares

    4.45% of the 13F portfolio, value $117,141,000.

    13F-HR 0001513126-26-000001 filed by Wharton Business Group, 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 436,126 shares
    Change vs previous 13F -2,115 shares

    4.85% of the 13F portfolio, value $111,050,868.

    13F-HR 0001513126-25-000006 filed by Wharton Business Group, 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 438,241 shares
    Change vs previous 13F +1,701 shares

    3.8% of the 13F portfolio, value $89,965,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business Group, 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 436,540 shares
    Change vs previous 13F -1,036 shares

    4.39% of the 13F portfolio, value $97,054,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business Group, 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 437,576 shares
    Change vs previous 13F -3,233 shares

    4.95% of the 13F portfolio, value $109,578,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business Group, 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 440,809 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $102,708,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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