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C2C Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 31,345 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,345 shares
    Change vs previous 13F -7,823 shares

    7.11% of the 13F portfolio, value $9,070,059.

    13F-HR 0001951757-26-000940 filed by C2C 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 39,168 shares
    Change vs previous 13F 0 shares

    8.41% of the 13F portfolio, value $9,940,437.

    13F-HR 0001951757-26-000648 filed by C2C 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 39,168 shares
    Change vs previous 13F +182 shares

    8.98% of the 13F portfolio, value $10,648,122.

    13F-HR 0001951757-26-000263 filed by C2C 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 38,986 shares
    Change vs previous 13F 0 shares

    8.52% of the 13F portfolio, value $9,927,101.

    13F-HR 0001951757-25-001377 filed by C2C 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 38,986 shares
    Change vs previous 13F -1,000 shares

    7.24% of the 13F portfolio, value $7,998,764.

    13F-HR 0001951757-25-000879 filed by C2C 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 39,986 shares
    Change vs previous 13F -334 shares

    8.34% of the 13F portfolio, value $8,882,013.

    13F-HR 0001951757-25-000424 filed by C2C 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 40,320 shares
    Change vs previous 13F -5 shares

    9.36% of the 13F portfolio, value $10,097,018.

    13F-HR 0001951757-25-000243 filed by C2C 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 40,325 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $9,109,820.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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