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IMG Wealth Management, Inc.: AAPL position timeline

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

IMG Wealth Management, Inc. held 4,048 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,048 shares
    Change vs previous 13F +427 shares

    0.65% of the 13F portfolio, value $1,171,453.

    13F-HR 0001398344-26-013805 filed by IMG 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 3,621 shares
    Change vs previous 13F -1,212 shares

    0.59% of the 13F portfolio, value $919,072.

    13F-HR 0001398344-26-009321 filed by IMG 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 4,833 shares
    Change vs previous 13F +703 shares

    0.83% of the 13F portfolio, value $1,313,992.

    13F-HR 0001398344-26-002289 filed by IMG 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 4,130 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,051,697.

    13F-HR 0001398344-25-020333 filed by IMG 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 4,130 shares
    Change vs previous 13F +871 shares

    0.66% of the 13F portfolio, value $847,402.

    13F-HR 0001398344-25-014143 filed by IMG 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 3,259 shares
    Change vs previous 13F -5 shares

    0.65% of the 13F portfolio, value $723,832.

    13F-HR 0001398344-25-007524 filed by IMG 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 3,264 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $817,249.

    13F-HR 0001398344-25-002313 filed by IMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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