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Centerline Wealth Advisors, LLC: AAPL position timeline

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

Centerline Wealth Advisors, LLC held 34,607 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,607 shares
    Change vs previous 13F -240 shares

    3.14% of the 13F portfolio, value $10,013,824.

    13F-HR 0001802059-26-000009 filed by Centerline Wealth Advisors, 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 34,847 shares
    Change vs previous 13F -2,906 shares

    3.18% of the 13F portfolio, value $8,843,840.

    13F-HR 0001802059-26-000008 filed by Centerline Wealth Advisors, 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 37,753 shares
    Change vs previous 13F -4,061 shares

    3.72% of the 13F portfolio, value $10,263,570.

    13F-HR 0001802059-26-000001 filed by Centerline Wealth Advisors, 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 41,814 shares
    Change vs previous 13F -2,191 shares

    4.63% of the 13F portfolio, value $10,647,015.

    13F-HR 0001802059-25-000006 filed by Centerline Wealth Advisors, 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 44,005 shares
    Change vs previous 13F -59 shares

    4.43% of the 13F portfolio, value $9,028,435.

    13F-HR 0001802059-25-000003 filed by Centerline Wealth Advisors, 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 44,064 shares
    Change vs previous 13F -57 shares

    5.84% of the 13F portfolio, value $9,788,014.

    13F-HR 0001625800-25-000002 filed by Centerline Wealth Advisors, 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 44,121 shares
    Change vs previous 13F not available

    6.47% of the 13F portfolio, value $11,041,058.

    13F-HR 0001802059-25-000002 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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