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Disclosery

Challenger Wealth Management: AAPL position timeline

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

Challenger Wealth Management held 19,681 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,681 shares
    Change vs previous 13F -869 shares

    4.19% of the 13F portfolio, value $5,695,029.

    13F-HR 0002057602-26-000003 filed by Challenger 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 20,550 shares
    Change vs previous 13F -391 shares

    4.17% of the 13F portfolio, value $5,215,290.

    13F-HR 0002057602-26-000002 filed by Challenger 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 20,941 shares
    Change vs previous 13F -142 shares

    4.34% of the 13F portfolio, value $5,692,972.

    13F-HR 0002057602-26-000001 filed by Challenger 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 21,083 shares
    Change vs previous 13F -2,322 shares

    4.2% of the 13F portfolio, value $5,368,344.

    13F-HR 0002057602-25-000006 filed by Challenger 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 23,405 shares
    Change vs previous 13F +1,034 shares

    3.33% of the 13F portfolio, value $4,801,972.

    13F-HR 0002057602-25-000004 filed by Challenger 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 22,371 shares
    Change vs previous 13F -127 shares

    3.94% of the 13F portfolio, value $4,969,354.

    13F-HR 0002057602-25-000003 filed by Challenger 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 22,498 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $5,633,995.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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