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Jupiter Wealth Management LLC: AAPL position timeline

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

Jupiter Wealth Management LLC held 52,882 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 52,882 shares
    Change vs previous 13F +318 shares

    6.12% of the 13F portfolio, value $15,301,936.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 52,564 shares
    Change vs previous 13F +2,834 shares

    6.21% of the 13F portfolio, value $15,709,803.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 49,730 shares
    Change vs previous 13F +2,192 shares

    5.8% of the 13F portfolio, value $13,015,833.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 47,538 shares
    Change vs previous 13F +555 shares

    5.72% of the 13F portfolio, value $12,104,601.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 46,983 shares
    Change vs previous 13F -1,307 shares

    5.54% of the 13F portfolio, value $10,962,543.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 48,290 shares
    Change vs previous 13F -12,139 shares

    6.11% of the 13F portfolio, value $10,081,986.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 60,429 shares
    Change vs previous 13F +1,237 shares

    7.58% of the 13F portfolio, value $15,132,630.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 59,192 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $13,791,736.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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