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Disclosery

Wills Financial Group LLC: AAPL position timeline

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

Wills Financial Group LLC held 56,193 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 56,193 shares
    Change vs previous 13F -8 shares

    5.92% of the 13F portfolio, value $16,260,069.

    13F-HR 0002059579-26-000005 filed by Wills Financial 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 56,201 shares
    Change vs previous 13F -383 shares

    6.33% of the 13F portfolio, value $16,796,899.

    13F-HR 0002059579-26-000002 filed by Wills Financial 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 56,584 shares
    Change vs previous 13F -271 shares

    5.88% of the 13F portfolio, value $15,382,848.

    13F-HR 0002059579-26-000001 filed by Wills Financial 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 56,855 shares
    Change vs previous 13F -543 shares

    5.94% of the 13F portfolio, value $14,476,927.

    13F-HR 0002059579-25-000007 filed by Wills Financial 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 57,398 shares
    Change vs previous 13F -618 shares

    5.11% of the 13F portfolio, value $11,776,300.

    13F-HR 0002059579-25-000004 filed by Wills Financial 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 58,016 shares
    Change vs previous 13F not available

    5.71% of the 13F portfolio, value $12,886,987.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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