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9258 Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 105,163 AAPL shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 105,163 shares
    Change vs previous 13F -1,707 shares

    3.62% of the 13F portfolio, value $24,503,067.

    13F-HR 0001765380-24-000439 filed by 9258 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 ended2024-06-30
    13F 106,870 shares
    Change vs previous 13F -2,835 shares

    3.46% of the 13F portfolio, value $22,508,963.

    13F-HR 0001765380-24-000258 filed by 9258 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 ended2024-03-31
    13F 109,705 shares
    Change vs previous 13F -3,076 shares

    2.93% of the 13F portfolio, value $18,812,285.

    13F-HR 0001765380-24-000182 filed by 9258 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 ended2023-12-31
    13F/A 112,781 shares
    Change vs previous 13F +484 shares

    3.82% of the 13F portfolio, value $21,713,691.

    13F-HR/A 0001765380-24-000083 filed by 9258 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 ended2023-09-30
    13F 112,297 shares
    Change vs previous 13F -2,252 shares

    3.74% of the 13F portfolio, value $19,226,344.

    13F-HR 0001765380-23-000219 filed by 9258 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 ended2023-06-30
    13F 114,549 shares
    Change vs previous 13F +994 shares

    4.18% of the 13F portfolio, value $22,219,137.

    13F-HR 0001765380-23-000157 filed by 9258 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 ended2023-03-31
    13F 113,555 shares
    Change vs previous 13F +354 shares

    3.78% of the 13F portfolio, value $18,725,256.

    13F-HR 0001765380-23-000081 filed by 9258 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 ended2022-12-31
    13F 113,201 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $14,708,199.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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