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Disclosery

CRUX WEALTH ADVISORS: AAPL position timeline

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

CRUX WEALTH ADVISORS held 11,580 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,580 shares
    Change vs previous 13F -395 shares

    1.16% of the 13F portfolio, value $3,350,929.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 11,975 shares
    Change vs previous 13F -31 shares

    1.17% of the 13F portfolio, value $3,039,132.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 12,006 shares
    Change vs previous 13F -532 shares

    1.21% of the 13F portfolio, value $3,263,861.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 12,538 shares
    Change vs previous 13F -204 shares

    1.27% of the 13F portfolio, value $3,192,513.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 12,742 shares
    Change vs previous 13F -3,856 shares

    1.11% of the 13F portfolio, value $2,614,180.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 16,598 shares
    Change vs previous 13F -1,119 shares

    1.92% of the 13F portfolio, value $3,686,890.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 17,717 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $4,436,574.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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