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CCG WEALTH MANAGEMENT, LLC: AAPL position timeline

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

CCG WEALTH MANAGEMENT, LLC held 42,849 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,849 shares
    Change vs previous 13F +435 shares

    2.88% of the 13F portfolio, value $12,398,740.

    13F-HR 0001951757-26-001141 filed by CCG 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 42,414 shares
    Change vs previous 13F +22,175 shares

    2.92% of the 13F portfolio, value $10,764,187.

    13F-HR 0001951757-26-000541 filed by CCG 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 20,239 shares
    Change vs previous 13F +4,679 shares

    2.36% of the 13F portfolio, value $5,502,168.

    13F-HR 0001951757-26-000259 filed by CCG 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 15,560 shares
    Change vs previous 13F +2,888 shares

    1.87% of the 13F portfolio, value $3,962,148.

    13F-HR 0001951757-25-001235 filed by CCG 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 12,672 shares
    Change vs previous 13F -61 shares

    1.37% of the 13F portfolio, value $2,599,917.

    13F-HR 0001951757-25-000959 filed by CCG 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 12,733 shares
    Change vs previous 13F -960 shares

    1.69% of the 13F portfolio, value $2,828,322.

    13F-HR 0001951757-25-000400 filed by CCG 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 13,693 shares
    Change vs previous 13F -41 shares

    1.91% of the 13F portfolio, value $3,429,104.

    13F-HR 0001951757-25-000121 filed by CCG 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 13,734 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,200,067.

    13F-HR 0001951757-24-001028 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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