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Core Wealth Management, Inc.: AAPL position timeline

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

Core Wealth Management, Inc. held 4,204 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,204 shares
    Change vs previous 13F -33 shares

    0.34% of the 13F portfolio, value $1,216,435.

    13F-HR 0001965150-26-000007 filed by Core Wealth Management, 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 4,237 shares
    Change vs previous 13F -314 shares

    0.33% of the 13F portfolio, value $1,075,210.

    13F-HR 0001965150-26-000004 filed by Core Wealth Management, 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 4,551 shares
    Change vs previous 13F +1,187 shares

    0.39% of the 13F portfolio, value $1,237,324.

    13F-HR 0001965150-26-000002 filed by Core Wealth Management, 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 3,364 shares
    Change vs previous 13F +753 shares

    0.28% of the 13F portfolio, value $856,587.

    13F-HR 0001965150-25-000013 filed by Core Wealth Management, 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 2,611 shares
    Change vs previous 13F -346 shares

    0.19% of the 13F portfolio, value $535,640.

    13F-HR 0001965150-25-000006 filed by Core Wealth Management, 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 2,957 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $656,916.

    13F-HR 0001965150-25-000004 filed by Core Wealth Management, 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 2,957 shares
    Change vs previous 13F -11 shares

    0.29% of the 13F portfolio, value $740,502.

    13F-HR 0001965150-25-000002 filed by Core Wealth Management, 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 2,968 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $625,201.

    13F-HR 0001965150-24-000005 filed by Core Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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