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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

AAPL holding history

Apple Inc. in every 13F filed by Discipline Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
29,162
Value
$8.44M
% of portfolio
0.7%
Quarters held
8
Since Q3 2024
Holdings of AAPL by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,162$8.44M0.7%+687+2.4%AddedHolders
Q1 202628,475$7.23M0.8%+3,907+15.9%AddedHolders
Q4 202524,568$6.68M1.2%+3,782+18.2%AddedHolders
Q3 202520,786$5.29M1.4%+4,877+30.7%AddedHolders
Q2 202515,909$3.26M1.3%+6,534+69.7%AddedHolders
Q1 20259,375$2.08M1.0%+10.0%AddedHolders
Q4 20249,374$2.35M1.1%+733+8.5%AddedHolders
Q3 20248,641$2.01M1.1%+8,641NewHolders