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Wolf Group Capital Advisors: AAPL position timeline

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

Wolf Group Capital Advisors held 39,229 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 39,229 shares
    Change vs previous 13F -1,084 shares

    2.93% of the 13F portfolio, value $8,714,114.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 40,313 shares
    Change vs previous 13F 0 shares

    3.79% of the 13F portfolio, value $7,819,672.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 40,313 shares
    Change vs previous 13F -3,972 shares

    3.72% of the 13F portfolio, value $7,819,672.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 44,285 shares
    Change vs previous 13F +3,979 shares

    3.67% of the 13F portfolio, value $9,327,358.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 40,306 shares
    Change vs previous 13F 0 shares

    3.72% of the 13F portfolio, value $7,818,314.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 40,306 shares
    Change vs previous 13F +1,284 shares

    3.71% of the 13F portfolio, value $7,818,314.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 39,022 shares
    Change vs previous 13F -1,240 shares

    3.16% of the 13F portfolio, value $6,680,993.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 40,262 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $7,250,932.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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