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Circle Wealth Management, LLC: AAPL position timeline

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

Circle Wealth Management, LLC held 11,601,822 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,601,822 shares
    Change vs previous 13F -342,672 shares

    42.18% of the 13F portfolio, value $3,357,103,250.

    13F-HR 0001578242-26-000003 filed by Circle 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 ended2026-03-31
    13F 11,944,494 shares
    Change vs previous 13F +2,527,828 shares

    43.22% of the 13F portfolio, value $3,031,393,087.

    13F-HR 0001578242-26-000002 filed by Circle 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 ended2025-12-31
    13F 9,416,666 shares
    Change vs previous 13F +2,779,368 shares

    39.44% of the 13F portfolio, value $2,560,014,864.

    13F-HR 0001578242-26-000001 filed by Circle 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 ended2025-09-30
    13F 6,637,298 shares
    Change vs previous 13F +92,404 shares

    32.89% of the 13F portfolio, value $1,690,055,069.

    13F-HR 0001578242-25-000007 filed by Circle 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 ended2025-06-30
    13F 6,544,894 shares
    Change vs previous 13F -24,927 shares

    29.85% of the 13F portfolio, value $1,342,815,855.

    13F-HR 0001578242-25-000003 filed by Circle 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 ended2025-03-31
    13F 6,569,821 shares
    Change vs previous 13F +129 shares

    33.82% of the 13F portfolio, value $1,459,354,288.

    13F-HR 0001578242-25-000002 filed by Circle 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 ended2024-12-31
    13F 6,569,692 shares
    Change vs previous 13F -68,319 shares

    35.18% of the 13F portfolio, value $1,645,182,239.

    13F-HR 0001578242-25-000001 filed by Circle 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 ended2024-09-30
    13F 6,638,011 shares
    Change vs previous 13F not available

    34.32% of the 13F portfolio, value $1,546,656,649.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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