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Disclosery

WINNACLE WEALTH LLC: AAPL position timeline

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

WINNACLE WEALTH LLC held 763 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 763 shares
    Change vs previous 13F +763 shares

    0.15% of the 13F portfolio, value $220,733.

    13F-HR 0001754960-26-000581 filed by WINNACLE WEALTH 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 0 shares
    Change vs previous 13F -587 shares

    13F-HR 0001754960-26-000391 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 587 shares
    Change vs previous 13F +27 shares

    0.12% of the 13F portfolio, value $159,664.

    13F-HR 0002079687-26-000002 filed by WINNACLE WEALTH 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 560 shares
    Change vs previous 13F -1,044 shares

    0.11% of the 13F portfolio, value $142,800.

    13F-HR 0002079687-25-000005 filed by WINNACLE WEALTH 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 1,604 shares
    Change vs previous 13F +1,000 shares

    0.25% of the 13F portfolio, value $329,093.

    13F-HR 0002079687-25-000001 filed by WINNACLE WEALTH 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 604 shares
    Change vs previous 13F +159 shares

    0.12% of the 13F portfolio, value $134,166.

    13F-HR 0002079687-25-000004 filed by WINNACLE WEALTH 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 445 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $110,887.

    13F-HR 0002079687-25-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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