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Jessup Wealth Management, Inc: AAPL position timeline

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

Jessup Wealth Management, Inc held 88,825 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,825 shares
    Change vs previous 13F +120 shares

    7.67% of the 13F portfolio, value $25,702,512.

    13F-HR 0001963536-26-000005 filed by Jessup 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 88,705 shares
    Change vs previous 13F -6,371 shares

    8.22% of the 13F portfolio, value $22,512,539.

    13F-HR 0001963536-26-000003 filed by Jessup 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 95,076 shares
    Change vs previous 13F +2,488 shares

    8.55% of the 13F portfolio, value $25,847,420.

    13F-HR 0001963536-26-000001 filed by Jessup 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 92,588 shares
    Change vs previous 13F +46 shares

    8.78% of the 13F portfolio, value $23,575,787.

    13F-HR 0001963536-25-000002 filed by Jessup 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 92,542 shares
    Change vs previous 13F -3,185 shares

    7.62% of the 13F portfolio, value $18,986,892.

    13F-HR 0001085146-25-004502 filed by Jessup 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 95,727 shares
    Change vs previous 13F +1,319 shares

    8.94% of the 13F portfolio, value $21,263,888.

    13F-HR 0001085146-25-002478 filed by Jessup 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 94,408 shares
    Change vs previous 13F +1,006 shares

    10.08% of the 13F portfolio, value $23,641,555.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    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 93,402 shares
    Change vs previous 13F not available

    9.98% of the 13F portfolio, value $21,762,550.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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