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Concentrum Wealth Management: AAPL position timeline

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

Concentrum Wealth Management held 114,893 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,893 shares
    Change vs previous 13F +1,859 shares

    7.96% of the 13F portfolio, value $33,245,455.

    13F-HR 0001765380-26-000302 filed by Concentrum 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 113,034 shares
    Change vs previous 13F +6,547 shares

    8.47% of the 13F portfolio, value $28,686,978.

    13F-HR 0001765380-26-000137 filed by Concentrum 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 106,487 shares
    Change vs previous 13F -1,696 shares

    8.08% of the 13F portfolio, value $28,949,466.

    13F-HR 0001765387-26-000001 filed by Concentrum 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 108,183 shares
    Change vs previous 13F -8,997 shares

    7.95% of the 13F portfolio, value $27,546,655.

    13F-HR 0001765387-25-000003 filed by Concentrum 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 117,180 shares
    Change vs previous 13F -3,788 shares

    7.54% of the 13F portfolio, value $24,041,898.

    13F-HR 0001765380-25-000328 filed by Concentrum 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 120,968 shares
    Change vs previous 13F -3,725 shares

    9.96% of the 13F portfolio, value $26,870,702.

    13F-HR 0001765380-25-000189 filed by Concentrum 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 124,693 shares
    Change vs previous 13F +1,688 shares

    10.98% of the 13F portfolio, value $31,225,569.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    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 123,005 shares
    Change vs previous 13F not available

    11.15% of the 13F portfolio, value $28,660,209.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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