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44 WEALTH MANAGEMENT LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on AAPL, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 39,217 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,217 shares
    Change vs previous 13F +10,086 shares

    3.76% of the 13F portfolio, value $11,347,854.

    13F-HR 0001765380-26-000397 filed by 44 WEALTH MANAGEMENT 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 29,131 shares
    Change vs previous 13F +903 shares

    2.59% of the 13F portfolio, value $7,393,080.

    13F-HR 0001765380-26-000215 filed by 44 WEALTH MANAGEMENT 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 28,228 shares
    Change vs previous 13F -97 shares

    2.58% of the 13F portfolio, value $7,673,991.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT 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 28,325 shares
    Change vs previous 13F +4,055 shares

    2.45% of the 13F portfolio, value $7,212,435.

    13F-HR 0001420506-25-003363 filed by 44 WEALTH MANAGEMENT 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 24,270 shares
    Change vs previous 13F -96 shares

    1.76% of the 13F portfolio, value $4,979,431.

    13F-HR 0001420506-25-002191 filed by 44 WEALTH MANAGEMENT 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 24,366 shares
    Change vs previous 13F +1,128 shares

    2.03% of the 13F portfolio, value $5,412,395.

    13F-HR 0001831187-25-000002 filed by 44 WEALTH MANAGEMENT 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 23,238 shares
    Change vs previous 13F -1,091 shares

    2.24% of the 13F portfolio, value $5,819,190.

    13F-HR 0001831187-25-000001 filed by 44 WEALTH MANAGEMENT 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 24,329 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $5,614,218.

    13F-HR 0001831187-24-000002 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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