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Core Wealth Advisors, Inc.: AAPL position timeline

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

Core Wealth Advisors, Inc. held 21,412 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,412 shares
    Change vs previous 13F +2,894 shares

    1.25% of the 13F portfolio, value $6,195,826.

    13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, 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 18,518 shares
    Change vs previous 13F +263 shares

    1.12% of the 13F portfolio, value $4,699,647.

    13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, 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 18,255 shares
    Change vs previous 13F +191 shares

    1.29% of the 13F portfolio, value $4,962,846.

    13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, 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 18,064 shares
    Change vs previous 13F +2,686 shares

    1.2% of the 13F portfolio, value $4,599,666.

    13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, 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 15,378 shares
    Change vs previous 13F +982 shares

    0.91% of the 13F portfolio, value $3,155,064.

    13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, 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 14,396 shares
    Change vs previous 13F +344 shares

    1.02% of the 13F portfolio, value $3,197,728.

    13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, 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 14,052 shares
    Change vs previous 13F +313 shares

    1.16% of the 13F portfolio, value $3,518,997.

    13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, 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 13,739 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,201,187.

    13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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