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Disclosery

Campbell Wealth Management: AAPL position timeline

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

Campbell Wealth Management held 22,810 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 22,810 shares
    Change vs previous 13F +9,005 shares

    0.51% of the 13F portfolio, value $5,712,000.

    13F-HR 0001736648-25-000001 filed by Campbell 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 ended2024-09-30
    13F 13,805 shares
    Change vs previous 13F -8,746 shares

    0.29% of the 13F portfolio, value $3,217,000.

    13F-HR 0001736648-24-000005 filed by Campbell 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 ended2024-06-30
    13F 22,551 shares
    Change vs previous 13F +4,289 shares

    1.53% of the 13F portfolio, value $4,750,000.

    13F-HR 0001736648-24-000003 filed by Campbell 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 ended2024-03-31
    13F 18,262 shares
    Change vs previous 13F +2,077 shares

    0.31% of the 13F portfolio, value $3,132,000.

    13F-HR 0001736648-24-000002 filed by Campbell 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 ended2023-12-31
    13F 16,185 shares
    Change vs previous 13F -3,329 shares

    0.37% of the 13F portfolio, value $3,116,000.

    13F-HR 0001736648-24-000001 filed by Campbell 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 ended2023-09-30
    13F 19,514 shares
    Change vs previous 13F -2,866 shares

    0.41% of the 13F portfolio, value $3,341,000.

    13F-HR 0001736648-23-000005 filed by Campbell 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 ended2023-06-30
    13F/A 22,380 shares
    Change vs previous 13F +2,723 shares

    0.56% of the 13F portfolio, value $4,341,000.

    13F-HR/A 0001736648-23-000004 filed by Campbell 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 ended2023-03-31
    13F 19,657 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,241,000.

    13F-HR 0001736648-23-000002 filed by Campbell Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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