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Disclosery

AMJ Financial Wealth Management: AAPL position timeline

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

AMJ Financial Wealth Management held 46,367 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 46,367 shares
    Change vs previous 13F 0 shares

    2.79% of the 13F portfolio, value $11,767,429.

    13F-HR 0001986152-26-000119 filed by AMJ Financial 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 46,367 shares
    Change vs previous 13F +12,037 shares

    2.79% of the 13F portfolio, value $11,767,429.

    13F-HR 0001986152-26-000068 filed by AMJ Financial 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 34,330 shares
    Change vs previous 13F +28,756 shares

    2.24% of the 13F portfolio, value $9,332,888.

    13F-HR 0001986152-26-000013 filed by AMJ Financial 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 5,574 shares
    Change vs previous 13F -67 shares

    0.34% of the 13F portfolio, value $1,419,389.

    13F-HR 0001801585-25-000008 filed by AMJ Financial 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 5,641 shares
    Change vs previous 13F -541 shares

    0.29% of the 13F portfolio, value $1,157,458.

    13F-HR 0001986152-25-000061 filed by AMJ Financial 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 6,182 shares
    Change vs previous 13F +32 shares

    0.41% of the 13F portfolio, value $1,373,309.

    13F-HR 0001801585-25-000004 filed by AMJ Financial 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 6,150 shares
    Change vs previous 13F -87 shares

    0.43% of the 13F portfolio, value $1,540,198.

    13F-HR 0001801585-25-000002 filed by AMJ Financial 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 6,237 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,453,328.

    13F-HR 0001801585-24-000011 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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