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Disclosery

WMS Group LLC: AAPL position timeline

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

WMS Group LLC held 13,603 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,603 shares
    Change vs previous 13F -54 shares

    5.08% of the 13F portfolio, value $3,936,164.

    13F-HR 0002085853-26-000839 filed by WMS 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 13,657 shares
    Change vs previous 13F -3,208 shares

    5.04% of the 13F portfolio, value $3,466,010.

    13F-HR 0002085853-26-000442 filed by WMS 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 16,865 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $4,582,200.

    13F-HR 0002085853-26-000291 filed by WMS Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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