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Disclosery

BXM Wealth LLC: AAPL position timeline

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

BXM Wealth LLC held 24,799 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,799 shares
    Change vs previous 13F +1,261 shares

    3.9% of the 13F portfolio, value $7,175,945.

    13F-HR 0002085853-26-000858 filed by BXM Wealth 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 23,538 shares
    Change vs previous 13F -178,556 shares

    4.6% of the 13F portfolio, value $5,973,715.

    13F-HR 0002085853-26-000469 filed by BXM Wealth 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 202,094 shares
    Change vs previous 13F +180,352 shares

    4.81% of the 13F portfolio, value $6,236,766.

    13F-HR 0002085853-26-000054 filed by BXM Wealth 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 21,742 shares
    Change vs previous 13F +791 shares

    5.24% of the 13F portfolio, value $5,536,257.

    13F-HR 0002085853-25-000177 filed by BXM Wealth 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 20,951 shares
    Change vs previous 13F -326 shares

    5.11% of the 13F portfolio, value $4,298,517.

    13F-HR 0001667731-25-001000 filed by BXM Wealth 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 21,277 shares
    Change vs previous 13F +1,531 shares

    5.67% of the 13F portfolio, value $4,717,280.

    13F-HR 0001667731-25-000555 filed by BXM Wealth 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 19,746 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $4,944,793.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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