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Disclosery

Spire Wealth Management: AAPL position timeline

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

Spire Wealth Management held 366,114 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,114 shares
    Change vs previous 13F -17,274 shares

    3.2% of the 13F portfolio, value $105,947,538.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 383,388 shares
    Change vs previous 13F -3,010 shares

    3.32% of the 13F portfolio, value $97,300,125.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 386,398 shares
    Change vs previous 13F +2,543 shares

    3.52% of the 13F portfolio, value $105,046,203.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 383,855 shares
    Change vs previous 13F -4,016 shares

    3.33% of the 13F portfolio, value $97,741,039.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 387,871 shares
    Change vs previous 13F -112,369 shares

    2.85% of the 13F portfolio, value $79,371,673.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 500,240 shares
    Change vs previous 13F -58,014 shares

    3.56% of the 13F portfolio, value $111,118,383.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 558,254 shares
    Change vs previous 13F +28,404 shares

    4.34% of the 13F portfolio, value $139,797,994.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 529,850 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $123,455,130.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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