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Gitterman Wealth Management, LLC: AAPL position timeline

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

Gitterman Wealth Management, LLC held 36,222 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 36,222 shares
    Change vs previous 13F +3,016 shares

    2.11% of the 13F portfolio, value $9,223,162.

    13F-HR 0001172661-25-004565 filed by Gitterman 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 ended2025-06-30
    13F 33,206 shares
    Change vs previous 13F +883 shares

    1.59% of the 13F portfolio, value $6,812,777.

    13F-HR 0001172661-25-003057 filed by Gitterman 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 ended2025-03-31
    13F 32,323 shares
    Change vs previous 13F -2,182 shares

    1.91% of the 13F portfolio, value $7,179,777.

    13F-HR 0001172661-25-001806 filed by Gitterman 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 ended2024-12-31
    13F 34,505 shares
    Change vs previous 13F +36 shares

    3.61% of the 13F portfolio, value $8,641,103.

    13F-HR 0001172661-25-000607 filed by Gitterman 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 ended2024-09-30
    13F 34,469 shares
    Change vs previous 13F -735 shares

    3.35% of the 13F portfolio, value $8,031,546.

    13F-HR 0001172661-24-004642 filed by Gitterman 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 ended2024-06-30
    13F 35,204 shares
    Change vs previous 13F -543 shares

    2.86% of the 13F portfolio, value $7,414,846.

    13F-HR 0001172661-24-003220 filed by Gitterman 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 ended2024-03-31
    13F 35,747 shares
    Change vs previous 13F +945 shares

    2.38% of the 13F portfolio, value $6,129,962.

    13F-HR 0001172661-24-002066 filed by Gitterman 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 ended2023-12-31
    13F 34,802 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $6,700,423.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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