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Certus Wealth Management, LLC: AAPL position timeline

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

Certus Wealth Management, LLC held 25,807 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 25,807 shares
    Change vs previous 13F -6 shares

    3.93% of the 13F portfolio, value $6,571,239.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 25,813 shares
    Change vs previous 13F 0 shares

    3.41% of the 13F portfolio, value $5,296,031.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 25,813 shares
    Change vs previous 13F 0 shares

    3.69% of the 13F portfolio, value $5,441,099.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 25,813 shares
    Change vs previous 13F +207 shares

    3.93% of the 13F portfolio, value $5,876,305.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 25,606 shares
    Change vs previous 13F -485 shares

    4.15% of the 13F portfolio, value $5,966,172.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 26,091 shares
    Change vs previous 13F 0 shares

    4.17% of the 13F portfolio, value $5,495,263.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 26,091 shares
    Change vs previous 13F +1,065 shares

    3.81% of the 13F portfolio, value $4,784,548.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 25,026 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $4,818,256.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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