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JDH Wealth Management, LLC: AAPL position timeline

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

JDH Wealth Management, LLC held 6,580 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,580 shares
    Change vs previous 13F +359 shares

    1.16% of the 13F portfolio, value $1,903,990.

    13F-HR 0002022512-26-000006 filed by JDH 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 6,221 shares
    Change vs previous 13F +104 shares

    1.06% of the 13F portfolio, value $1,578,828.

    13F-HR 0002022512-26-000005 filed by JDH 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 6,117 shares
    Change vs previous 13F +60 shares

    1.14% of the 13F portfolio, value $1,662,968.

    13F-HR 0002022512-26-000001 filed by JDH 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 6,057 shares
    Change vs previous 13F -3,059 shares

    1.09% of the 13F portfolio, value $1,542,294.

    13F-HR 0002022512-25-000007 filed by JDH 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 9,116 shares
    Change vs previous 13F -1,769 shares

    1.43% of the 13F portfolio, value $1,870,330.

    13F-HR 0002022512-25-000004 filed by JDH 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 10,885 shares
    Change vs previous 13F +407 shares

    2.07% of the 13F portfolio, value $2,417,885.

    13F-HR 0002022512-25-000003 filed by JDH 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 10,478 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,623,901.

    13F-HR 0002022512-25-000002 filed by JDH Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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