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CFM WEALTH PARTNERS LLC: AAPL position timeline

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

CFM WEALTH PARTNERS LLC held 271,129 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 271,129 shares
    Change vs previous 13F -4,336 shares

    10.02% of the 13F portfolio, value $78,453,914.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 275,465 shares
    Change vs previous 13F -2,421 shares

    10.48% of the 13F portfolio, value $69,910,261.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 277,886 shares
    Change vs previous 13F -11,133 shares

    10.9% of the 13F portfolio, value $75,546,060.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 289,019 shares
    Change vs previous 13F -1,052 shares

    10.68% of the 13F portfolio, value $73,592,913.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 290,071 shares
    Change vs previous 13F -4,472 shares

    9.47% of the 13F portfolio, value $59,513,843.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 294,543 shares
    Change vs previous 13F +22 shares

    11.54% of the 13F portfolio, value $65,426,937.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 294,521 shares
    Change vs previous 13F -5,370 shares

    12.44% of the 13F portfolio, value $73,753,935.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 299,891 shares
    Change vs previous 13F not available

    12.2% of the 13F portfolio, value $69,874,668.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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