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Accurate Wealth Management, LLC: AAPL position timeline

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

Accurate Wealth Management, LLC held 132,815 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,815 shares
    Change vs previous 13F +9,016 shares

    3.99% of the 13F portfolio, value $41,877,657.

    13F-HR 0001754960-26-000528 filed by Accurate 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 123,799 shares
    Change vs previous 13F +9,268 shares

    3.88% of the 13F portfolio, value $32,241,954.

    13F-HR 0001754960-26-000311 filed by Accurate 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 114,531 shares
    Change vs previous 13F -1,188 shares

    3.77% of the 13F portfolio, value $29,700,486.

    13F-HR 0001754960-26-000054 filed by Accurate 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 115,719 shares
    Change vs previous 13F +11,077 shares

    3.82% of the 13F portfolio, value $28,666,766.

    13F-HR 0001754960-25-000687 filed by Accurate 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 104,642 shares
    Change vs previous 13F +3,934 shares

    3.4% of the 13F portfolio, value $22,221,891.

    13F-HR 0001754960-25-000384 filed by Accurate 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 100,708 shares
    Change vs previous 13F -495 shares

    3.81% of the 13F portfolio, value $19,946,498.

    13F-HR 0001754960-25-000190 filed by Accurate 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 101,203 shares
    Change vs previous 13F -2,598 shares

    4.6% of the 13F portfolio, value $23,969,211.

    13F-HR 0001754960-25-000019 filed by Accurate 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 103,801 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $24,267,701.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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