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Bernard Wealth Management Corp.: AAPL position timeline

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

Bernard Wealth Management Corp. held 83,448 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,448 shares
    Change vs previous 13F -1,314 shares

    8.9% of the 13F portfolio, value $24,146,496.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 84,762 shares
    Change vs previous 13F -1,173 shares

    9.18% of the 13F portfolio, value $21,511,649.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 85,935 shares
    Change vs previous 13F -381 shares

    9.48% of the 13F portfolio, value $23,362,268.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 86,316 shares
    Change vs previous 13F -1,124 shares

    9.18% of the 13F portfolio, value $21,978,704.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 87,440 shares
    Change vs previous 13F -4,524 shares

    8.31% of the 13F portfolio, value $17,940,153.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 91,964 shares
    Change vs previous 13F -814 shares

    9.97% of the 13F portfolio, value $20,427,862.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 92,778 shares
    Change vs previous 13F not available

    10.93% of the 13F portfolio, value $23,233,413.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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