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DEFINED WEALTH MANAGEMENT, LLC: AAPL position timeline

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

DEFINED WEALTH MANAGEMENT, LLC held 11,897 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,897 shares
    Change vs previous 13F +188 shares

    1.77% of the 13F portfolio, value $3,442,654.

    13F-HR 0001849518-26-000005 filed by DEFINED 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 ended2026-03-31
    13F 11,709 shares
    Change vs previous 13F -156 shares

    1.74% of the 13F portfolio, value $2,971,748.

    13F-HR 0001849518-26-000004 filed by DEFINED 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 ended2025-12-31
    13F 11,865 shares
    Change vs previous 13F +299 shares

    1.86% of the 13F portfolio, value $3,225,753.

    13F-HR 0001849518-26-000001 filed by DEFINED WEALTH MANAGEMENT, 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 11,566 shares
    Change vs previous 13F -9 shares

    1.71% of the 13F portfolio, value $2,945,114.

    13F-HR 0001849518-25-000007 filed by DEFINED WEALTH MANAGEMENT, 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 11,575 shares
    Change vs previous 13F +223 shares

    1.47% of the 13F portfolio, value $2,374,844.

    13F-HR 0001831193-25-000006 filed by DEFINED WEALTH MANAGEMENT, 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 11,352 shares
    Change vs previous 13F +96 shares

    1.7% of the 13F portfolio, value $2,521,552.

    13F-HR 0001849518-25-000003 filed by DEFINED WEALTH MANAGEMENT, 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 11,256 shares
    Change vs previous 13F +286 shares

    1.87% of the 13F portfolio, value $2,818,618.

    13F-HR 0001849518-25-000001 filed by DEFINED WEALTH MANAGEMENT, 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 10,970 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,556,089.

    13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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