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Disclosery

Activest Wealth Management: AAPL position timeline

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

Activest Wealth Management held 84,546 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,546 shares
    Change vs previous 13F -32,074 shares

    4.73% of the 13F portfolio, value $24,464,309.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 116,620 shares
    Change vs previous 13F -8,344 shares

    5.2% of the 13F portfolio, value $29,597,058.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 124,964 shares
    Change vs previous 13F -12,094 shares

    6.35% of the 13F portfolio, value $33,972,818.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 137,058 shares
    Change vs previous 13F +1,449 shares

    7.07% of the 13F portfolio, value $34,899,104.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 135,609 shares
    Change vs previous 13F +6,285 shares

    6.71% of the 13F portfolio, value $27,822,824.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 129,324 shares
    Change vs previous 13F +933 shares

    7.71% of the 13F portfolio, value $28,726,680.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 128,391 shares
    Change vs previous 13F +2,776 shares

    8.99% of the 13F portfolio, value $32,151,731.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 125,615 shares
    Change vs previous 13F not available

    9.04% of the 13F portfolio, value $29,268,269.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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