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Global Wealth Management, LLC: AAPL position timeline

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

Global Wealth Management, LLC held 2,614 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,614 shares
    Change vs previous 13F +2 shares

    0.39% of the 13F portfolio, value $756,276.

    13F-HR 0002039738-26-000003 filed by Global 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 2,612 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $662,956.

    13F-HR 0002039738-26-000002 filed by Global 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 2,611 shares
    Change vs previous 13F -49 shares

    0.38% of the 13F portfolio, value $709,756.

    13F-HR 0002039738-26-000001 filed by Global 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 2,660 shares
    Change vs previous 13F +3 shares

    0.36% of the 13F portfolio, value $677,194.

    13F-HR 0002039738-25-000008 filed by Global 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 2,657 shares
    Change vs previous 13F +403 shares

    0.3% of the 13F portfolio, value $554,237.

    13F-HR 0002039738-25-000003 filed by Global 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 2,254 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $500,587.

    13F-HR 0002039738-25-000002 filed by Global 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 2,251 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $563,784.

    13F-HR 0002039738-25-000001 filed by Global 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 2,249 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $524,021.

    13F-HR 0002039738-24-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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