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Connecticut Wealth Management, LLC: AAPL position timeline

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

Connecticut Wealth Management, LLC held 113,294 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 113,294 shares
    Change vs previous 13F +1,310 shares

    1.38% of the 13F portfolio, value $37,729,024.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 111,984 shares
    Change vs previous 13F -4,006 shares

    1.2% of the 13F portfolio, value $32,403,697.

    13F-HR 0001689829-26-000003 filed by Connecticut 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 ended2026-03-31
    13F 115,990 shares
    Change vs previous 13F +383 shares

    1.23% of the 13F portfolio, value $29,437,151.

    13F-HR 0001214659-26-005373 filed by Connecticut 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 ended2025-12-31
    13F 115,607 shares
    Change vs previous 13F -3,580 shares

    1.37% of the 13F portfolio, value $31,428,862.

    13F-HR 0001214659-26-001526 filed by Connecticut 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 ended2025-09-30
    13F 119,187 shares
    Change vs previous 13F -1,259 shares

    1.35% of the 13F portfolio, value $30,348,621.

    13F-HR 0001214659-25-016356 filed by Connecticut 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 ended2025-06-30
    13F 120,446 shares
    Change vs previous 13F +8,034 shares

    1.18% of the 13F portfolio, value $24,711,949.

    13F-HR 0001214659-25-012283 filed by Connecticut 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 ended2025-03-31
    13F 112,412 shares
    Change vs previous 13F -27 shares

    1.31% of the 13F portfolio, value $24,970,173.

    13F-HR 0001689829-25-000002 filed by Connecticut 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 ended2024-12-31
    13F 112,439 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $28,156,941.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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