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Core Wealth Partners LLC: AAPL position timeline

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

Core Wealth Partners LLC held 61,326 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,326 shares
    Change vs previous 13F -1,644 shares

    7.56% of the 13F portfolio, value $17,745,196.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners LLC
    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 62,970 shares
    Change vs previous 13F -1,121 shares

    7.43% of the 13F portfolio, value $15,981,227.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners LLC
    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 64,091 shares
    Change vs previous 13F -566 shares

    7.85% of the 13F portfolio, value $17,423,779.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 64,657 shares
    Change vs previous 13F +208 shares

    7.56% of the 13F portfolio, value $16,463,570.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 64,449 shares
    Change vs previous 13F +258 shares

    6.71% of the 13F portfolio, value $13,222,923.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 64,191 shares
    Change vs previous 13F -4,170 shares

    8.29% of the 13F portfolio, value $14,258,758.

    13F-HR 0001085146-25-002995 filed by Core Wealth Partners LLC
    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 68,361 shares
    Change vs previous 13F +491 shares

    9.81% of the 13F portfolio, value $17,118,953.

    13F-HR 0001085146-25-001010 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 67,870 shares
    Change vs previous 13F not available

    9.59% of the 13F portfolio, value $15,813,756.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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