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49 WEALTH MANAGEMENT, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on AAPL, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 19,837 AAPL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 19,837 shares
    Change vs previous 13F -8,096 shares

    1.09% of the 13F portfolio, value $5,739,894.

    13F-HR/A 0001104659-26-098355 filed by 49 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 27,933 shares
    Change vs previous 13F +200 shares

    0.53% of the 13F portfolio, value $7,089,086.

    13F-HR 0001104659-26-059918 filed by 49 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 27,733 shares
    Change vs previous 13F -271,187 shares

    0.61% of the 13F portfolio, value $7,539,602.

    13F-HR 0001104659-26-010120 filed by 49 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 298,920 shares
    Change vs previous 13F +40,543 shares

    1.46% of the 13F portfolio, value $15,441,296.

    13F-HR 0001104659-25-109943 filed by 49 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 258,377 shares
    Change vs previous 13F +230,850 shares

    1.77% of the 13F portfolio, value $16,631,115.

    13F-HR 0001104659-25-075156 filed by 49 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 27,527 shares
    Change vs previous 13F -1,686 shares

    0.74% of the 13F portfolio, value $6,114,598.

    13F-HR 0001104659-25-041965 filed by 49 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 29,213 shares
    Change vs previous 13F +633 shares

    1.04% of the 13F portfolio, value $7,315,600.

    13F-HR 0001104659-25-014408 filed by 49 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 28,580 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $6,659,076.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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