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Institute for Wealth Management, LLC.: AAPL position timeline

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

Institute for Wealth Management, LLC. held 114,542 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,542 shares
    Change vs previous 13F -4,833 shares

    2.93% of the 13F portfolio, value $33,143,805.

    13F-HR 0001754960-26-000654 filed by Institute for 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 119,375 shares
    Change vs previous 13F -3,142 shares

    3.25% of the 13F portfolio, value $30,296,159.

    13F-HR 0001754960-26-000382 filed by Institute for 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 122,517 shares
    Change vs previous 13F -1,738 shares

    3.53% of the 13F portfolio, value $33,307,512.

    13F-HR 0002085853-26-000093 filed by Institute for 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 124,255 shares
    Change vs previous 13F -1,513 shares

    3.3% of the 13F portfolio, value $31,639,004.

    13F-HR 0002085853-25-000109 filed by Institute for 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 125,768 shares
    Change vs previous 13F -1,908 shares

    2.88% of the 13F portfolio, value $25,803,741.

    13F-HR 0001667731-25-000874 filed by Institute for 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 127,676 shares
    Change vs previous 13F +906 shares

    3.65% of the 13F portfolio, value $28,360,718.

    13F-HR 0001667731-25-000461 filed by Institute for 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 126,770 shares
    Change vs previous 13F -1,135 shares

    3.99% of the 13F portfolio, value $31,745,854.

    13F-HR 0001667731-25-000105 filed by Institute for 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 127,905 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $29,801,981.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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