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KMT WEALTH MANAGEMENT, LLC: AAPL position timeline

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

KMT WEALTH MANAGEMENT, LLC held 26,882 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,882 shares
    Change vs previous 13F +24,933 shares

    6.58% of the 13F portfolio, value $7,778,565.

    13F-HR 0001104659-26-091013 filed by KMT 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 1,949 shares
    Change vs previous 13F -350 shares

    0.27% of the 13F portfolio, value $494,637.

    13F-HR 0001104659-26-059198 filed by KMT 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 2,299 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $625,006.

    13F-HR 0001104659-26-010767 filed by KMT 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 2,299 shares
    Change vs previous 13F -300 shares

    0.32% of the 13F portfolio, value $585,394.

    13F-HR 0001104659-25-114459 filed by KMT 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 2,599 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $533,237.

    13F-HR 0001104659-25-078441 filed by KMT 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 2,599 shares
    Change vs previous 13F +966 shares

    0.4% of the 13F portfolio, value $577,316.

    13F-HR 0001104659-25-049184 filed by KMT 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 1,633 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $408,936.

    13F-HR 0001104659-25-018014 filed by KMT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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