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Disclosery

WorthPointe, LLC: AAPL position timeline

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

WorthPointe, LLC held 8,303 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,303 shares
    Change vs previous 13F -2,977 shares

    0.6% of the 13F portfolio, value $2,402,556.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 11,280 shares
    Change vs previous 13F -554 shares

    0.78% of the 13F portfolio, value $2,862,751.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 11,834 shares
    Change vs previous 13F +440 shares

    0.85% of the 13F portfolio, value $3,217,191.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 11,394 shares
    Change vs previous 13F -328 shares

    1.09% of the 13F portfolio, value $2,901,254.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 11,722 shares
    Change vs previous 13F -1,227 shares

    1.01% of the 13F portfolio, value $2,405,003.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 12,949 shares
    Change vs previous 13F -3,758 shares

    1.31% of the 13F portfolio, value $2,876,361.

    13F-HR 0001172661-25-001581 filed by WorthPointe, 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 16,707 shares
    Change vs previous 13F +6 shares

    1.74% of the 13F portfolio, value $4,183,767.

    13F-HR 0001172661-25-000667 filed by WorthPointe, 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 16,701 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,891,333.

    13F-HR 0001172661-24-004676 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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