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Elmwood Wealth Management, Inc.: AAPL position timeline

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

Elmwood Wealth Management, Inc. held 37,233 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,233 shares
    Change vs previous 13F +337 shares

    2.98% of the 13F portfolio, value $12,399,241.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,896 shares
    Change vs previous 13F +540 shares

    2.67% of the 13F portfolio, value $10,676,335.

    13F-HR 0001731927-26-000003 filed by Elmwood 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 ended2026-03-31
    13F 36,356 shares
    Change vs previous 13F +1,718 shares

    2.55% of the 13F portfolio, value $9,226,719.

    13F-HR 0001731927-26-000002 filed by Elmwood 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 ended2025-12-31
    13F 34,638 shares
    Change vs previous 13F +8,747 shares

    2.97% of the 13F portfolio, value $9,416,554.

    13F-HR 0001731927-26-000001 filed by Elmwood 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 ended2025-09-30
    13F 25,891 shares
    Change vs previous 13F +3,717 shares

    2.34% of the 13F portfolio, value $6,592,708.

    13F-HR 0001731927-25-000006 filed by Elmwood 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 ended2025-06-30
    13F 22,174 shares
    Change vs previous 13F -1,506 shares

    1.8% of the 13F portfolio, value $4,549,462.

    13F-HR 0001731927-25-000003 filed by Elmwood 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 ended2025-03-31
    13F 23,680 shares
    Change vs previous 13F -302 shares

    2.16% of the 13F portfolio, value $5,260,141.

    13F-HR 0001731927-25-000002 filed by Elmwood 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 ended2024-12-31
    13F 23,982 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $6,005,602.

    13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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