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M3 Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

M3 Wealth Management, LLC held 16,708 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,708 shares
    Change vs previous 13F +42 shares

    3.14% of the 13F portfolio, value $4,834,627.

    13F-HR 0001765380-26-000303 filed by M3 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 16,666 shares
    Change vs previous 13F -37 shares

    3.26% of the 13F portfolio, value $4,229,664.

    13F-HR 0001765380-26-000148 filed by M3 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/A 16,703 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $4,540,878.

    13F-HR/A 0002109365-26-000004 filed by M3 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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