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Capital Advisors Wealth Management, LLC: AAPL position timeline

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

Capital Advisors Wealth Management, LLC held 57,688 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,688 shares
    Change vs previous 13F -485 shares

    2.17% of the 13F portfolio, value $19,211,296.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,173 shares
    Change vs previous 13F -202 shares

    1.98% of the 13F portfolio, value $16,832,844.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 58,375 shares
    Change vs previous 13F -1,576 shares

    1.99% of the 13F portfolio, value $14,814,932.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 ended2025-12-31
    13F 59,951 shares
    Change vs previous 13F +226 shares

    2.22% of the 13F portfolio, value $16,298,150.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 ended2025-09-30
    13F 59,725 shares
    Change vs previous 13F -1,014 shares

    2.17% of the 13F portfolio, value $15,207,689.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 ended2025-06-30
    13F 60,739 shares
    Change vs previous 13F +4,551 shares

    1.96% of the 13F portfolio, value $12,461,765.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 ended2025-03-31
    13F 56,188 shares
    Change vs previous 13F +3,244 shares

    2.21% of the 13F portfolio, value $12,481,063.

    13F-HR 0001085146-25-002324 filed by Capital Advisors 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 ended2024-12-31
    13F 52,944 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $13,258,293.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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