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Centric Wealth Management: AAPL position timeline

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

Centric Wealth Management held 66,927 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,927 shares
    Change vs previous 13F 0 shares

    2.88% of the 13F portfolio, value $18,527,486.

    13F-HR 0001104659-26-091800 filed by Centric 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 ended2026-03-31
    13F 66,927 shares
    Change vs previous 13F -2,927 shares

    3.7% of the 13F portfolio, value $18,527,486.

    13F-HR 0001104659-26-059189 filed by Centric 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 ended2025-12-31
    13F 69,854 shares
    Change vs previous 13F +2,356 shares

    3.98% of the 13F portfolio, value $18,861,180.

    13F-HR 0001104659-26-010095 filed by Centric 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 ended2025-09-30
    13F 67,498 shares
    Change vs previous 13F +1,154 shares

    4.06% of the 13F portfolio, value $18,249,383.

    13F-HR 0001104659-25-106007 filed by Centric 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 ended2025-06-30
    13F 66,344 shares
    Change vs previous 13F +1,977 shares

    3.63% of the 13F portfolio, value $15,215,914.

    13F-HR 0001104659-25-076748 filed by Centric 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 ended2025-03-31
    13F 64,367 shares
    Change vs previous 13F -186 shares

    3.76% of the 13F portfolio, value $14,297,819.

    13F-HR 0001104659-25-049158 filed by Centric 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 ended2024-12-31
    13F 64,553 shares
    Change vs previous 13F -8,613 shares

    4.37% of the 13F portfolio, value $16,165,362.

    13F-HR 0001104659-25-012138 filed by Centric 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 ended2024-09-30
    13F 73,166 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $16,295,602.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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