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Disclosery

Adams Wealth Management: AAPL position timeline

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

Adams Wealth Management held 9,612 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,612 shares
    Change vs previous 13F +259 shares

    0.53% of the 13F portfolio, value $2,781,213.

    13F-HR 0001803084-26-000007 filed by Adams 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 9,353 shares
    Change vs previous 13F -173 shares

    0.52% of the 13F portfolio, value $2,373,586.

    13F-HR 0001803084-26-000003 filed by Adams 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 9,526 shares
    Change vs previous 13F -754 shares

    0.55% of the 13F portfolio, value $2,589,619.

    13F-HR 0001803084-26-000001 filed by Adams 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 10,280 shares
    Change vs previous 13F -680 shares

    0.56% of the 13F portfolio, value $2,617,487.

    13F-HR 0001803084-25-000010 filed by Adams 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 10,960 shares
    Change vs previous 13F -2,335 shares

    0.43% of the 13F portfolio, value $2,248,575.

    13F-HR 0001803084-25-000009 filed by Adams 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 13,295 shares
    Change vs previous 13F -100 shares

    0.58% of the 13F portfolio, value $2,953,123.

    13F-HR 0001803084-25-000004 filed by Adams 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 13,395 shares
    Change vs previous 13F +1,014 shares

    0.64% of the 13F portfolio, value $3,353,889.

    13F-HR 0001803084-25-000001 filed by Adams 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 12,381 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,884,673.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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