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WBI INVESTMENTS, LLC: AAPL position timeline

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

WBI INVESTMENTS, LLC held 10,462 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,462 shares
    Change vs previous 13F +2,693 shares

    0.75% of the 13F portfolio, value $3,027,415.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 7,769 shares
    Change vs previous 13F +162 shares

    0.54% of the 13F portfolio, value $1,971,583.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 7,769 shares
    • MILLINGTON SECURITIES, LLC: 7,769 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 7,607 shares
    Change vs previous 13F -4,589 shares

    0.54% of the 13F portfolio, value $2,068,167.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 12,196 shares
    Change vs previous 13F -148 shares

    0.79% of the 13F portfolio, value $3,105,471.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 12,344 shares
    Change vs previous 13F -1,673 shares

    0.66% of the 13F portfolio, value $2,532,649.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 14,017 shares
    Change vs previous 13F +1,564 shares

    0.82% of the 13F portfolio, value $3,113,661.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, 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 12,453 shares
    Change vs previous 13F -972 shares

    0.78% of the 13F portfolio, value $3,118,553.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, 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 13,425 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,128,116.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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