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BKM Wealth Management, LLC: AAPL position timeline

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

BKM Wealth Management, LLC held 45,360 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,360 shares
    Change vs previous 13F -964 shares

    4.65% of the 13F portfolio, value $13,125,629.

    13F-HR 0002007263-26-000003 filed by BKM 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 46,324 shares
    Change vs previous 13F +1,305 shares

    4.29% of the 13F portfolio, value $11,756,775.

    13F-HR 0002007263-26-000002 filed by BKM 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 45,019 shares
    Change vs previous 13F -1,834 shares

    4.47% of the 13F portfolio, value $12,239,064.

    13F-HR 0002007263-26-000001 filed by BKM 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 46,853 shares
    Change vs previous 13F -3,484 shares

    4.4% of the 13F portfolio, value $11,930,337.

    13F-HR 0002007263-25-000007 filed by BKM 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 50,337 shares
    Change vs previous 13F -862 shares

    4.03% of the 13F portfolio, value $10,327,742.

    13F-HR 0002007263-25-000005 filed by BKM 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 51,199 shares
    Change vs previous 13F +1,310 shares

    4.68% of the 13F portfolio, value $11,372,910.

    13F-HR 0002007263-25-000004 filed by BKM 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 49,889 shares
    Change vs previous 13F +4,473 shares

    5.13% of the 13F portfolio, value $12,493,257.

    13F-HR 0002007263-25-000003 filed by BKM 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 45,416 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $10,581,948.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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