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Grant Private Wealth Management Inc: AAPL position timeline

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

Grant Private Wealth Management Inc held 50,308 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,308 shares
    Change vs previous 13F +7,113 shares

    6.14% of the 13F portfolio, value $14,557,242.

    13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management Inc
    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 43,195 shares
    Change vs previous 13F +11,461 shares

    5.82% of the 13F portfolio, value $10,962,343.

    13F-HR 0001754960-26-000241 filed by Grant Private 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 ended2025-12-31
    13F 31,734 shares
    Change vs previous 13F -377 shares

    5.21% of the 13F portfolio, value $8,627,172.

    13F-HR 0001754960-26-000002 filed by Grant Private 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 ended2025-09-30
    13F 32,111 shares
    Change vs previous 13F +4,846 shares

    5.04% of the 13F portfolio, value $8,176,516.

    13F-HR 0001754960-25-000636 filed by Grant Private 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 ended2025-06-30
    13F 27,265 shares
    Change vs previous 13F +9,470 shares

    3.17% of the 13F portfolio, value $5,593,992.

    13F-HR 0001754960-25-000367 filed by Grant Private 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 ended2025-03-31
    13F 17,795 shares
    Change vs previous 13F +682 shares

    4.24% of the 13F portfolio, value $3,928,598.

    13F-HR 0001754960-25-000206 filed by Grant Private 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 ended2024-12-31
    13F 17,113 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $4,285,380.

    13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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