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Disclosery

KWB Wealth: AAPL position timeline

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

KWB Wealth held 16,563 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,563 shares
    Change vs previous 13F +660 shares

    0.41% of the 13F portfolio, value $4,792,535.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 15,903 shares
    Change vs previous 13F -857 shares

    0.43% of the 13F portfolio, value $4,323,270.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 16,760 shares
    Change vs previous 13F +610 shares

    0.43% of the 13F portfolio, value $4,556,426.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 16,150 shares
    Change vs previous 13F -683 shares

    0.37% of the 13F portfolio, value $3,313,577.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 16,833 shares
    Change vs previous 13F -601 shares

    0.45% of the 13F portfolio, value $3,739,156.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 17,434 shares
    Change vs previous 13F +325 shares

    0.53% of the 13F portfolio, value $4,365,709.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 17,109 shares
    Change vs previous 13F +603 shares

    0.49% of the 13F portfolio, value $3,986,454.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 16,506 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,476,457.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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