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Disclosery

Great Waters Wealth Management: AAPL position timeline

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

Great Waters Wealth Management held 31,173 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,173 shares
    Change vs previous 13F +378 shares

    0.93% of the 13F portfolio, value $10,381,387.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,795 shares
    Change vs previous 13F +943 shares

    0.83% of the 13F portfolio, value $8,910,884.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    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 29,852 shares
    Change vs previous 13F -67 shares

    0.8% of the 13F portfolio, value $7,576,031.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    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 29,919 shares
    Change vs previous 13F -72 shares

    0.89% of the 13F portfolio, value $8,133,656.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    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 29,991 shares
    Change vs previous 13F -1,106 shares

    0.9% of the 13F portfolio, value $7,636,531.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    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 31,097 shares
    Change vs previous 13F -292 shares

    0.83% of the 13F portfolio, value $6,380,216.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    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 31,389 shares
    Change vs previous 13F -5,886 shares

    0.97% of the 13F portfolio, value $6,972,423.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    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 37,275 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $9,334,493.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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