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Collaborative Wealth Managment Inc.: AAPL position timeline

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

Collaborative Wealth Managment Inc. held 20,924 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,924 shares
    Change vs previous 13F -151 shares

    2.55% of the 13F portfolio, value $6,054,568.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment Inc.
    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 21,075 shares
    Change vs previous 13F -7,148 shares

    2.46% of the 13F portfolio, value $5,348,598.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment Inc.
    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 28,223 shares
    Change vs previous 13F +4,800 shares

    2.7% of the 13F portfolio, value $7,672,720.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment Inc.
    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 23,423 shares
    Change vs previous 13F -188 shares

    2.41% of the 13F portfolio, value $5,964,167.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
    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 23,611 shares
    Change vs previous 13F -83 shares

    2.11% of the 13F portfolio, value $4,844,183.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    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 23,694 shares
    Change vs previous 13F -1,196 shares

    2.46% of the 13F portfolio, value $5,263,204.

    13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
    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 24,890 shares
    Change vs previous 13F -1,549 shares

    2.83% of the 13F portfolio, value $6,232,954.

    13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
    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 26,439 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $6,160,226.

    13F-HR 0001896419-24-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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