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Disclosery

David Wealth Management LLC: AAPL position timeline

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

David Wealth Management LLC held 8,275 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,275 shares
    Change vs previous 13F +1,822 shares

    1.26% of the 13F portfolio, value $1,697,688.

    13F-HR 0001172661-25-002680 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 6,453 shares
    Change vs previous 13F -9 shares

    1.2% of the 13F portfolio, value $1,433,481.

    13F-HR 0001172661-25-001498 filed by David 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 ended2024-12-31
    13F 6,462 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,617,867.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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