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Madison Wealth Partners, Inc: AAPL position timeline

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

Madison Wealth Partners, Inc held 57,702 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,702 shares
    Change vs previous 13F +3,832 shares

    2.12% of the 13F portfolio, value $16,696,606.

    13F-HR 0001104659-26-094666 filed by Madison Wealth Partners, 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 53,870 shares
    Change vs previous 13F +3,526 shares

    2.18% of the 13F portfolio, value $13,671,602.

    13F-HR 0001104659-26-052362 filed by Madison Wealth Partners, 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 50,344 shares
    Change vs previous 13F +8,999 shares

    2.5% of the 13F portfolio, value $13,686,594.

    13F-HR 0001104659-26-012404 filed by Madison Wealth Partners, 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 41,345 shares
    Change vs previous 13F +1,100 shares

    2.08% of the 13F portfolio, value $10,527,662.

    13F-HR 0001104659-25-109982 filed by Madison Wealth Partners, 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 40,245 shares
    Change vs previous 13F +54 shares

    1.8% of the 13F portfolio, value $8,257,142.

    13F-HR 0001951757-25-000996 filed by Madison Wealth Partners, 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 40,191 shares
    Change vs previous 13F +95 shares

    2.2% of the 13F portfolio, value $8,927,694.

    13F-HR 0001951757-25-000413 filed by Madison Wealth Partners, 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 40,096 shares
    Change vs previous 13F -98 shares

    2.81% of the 13F portfolio, value $10,040,938.

    13F-HR 0001951757-25-000215 filed by Madison Wealth Partners, 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 40,194 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $9,365,096.

    13F-HR 0001951757-24-001116 filed by Madison Wealth Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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