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MOKAN Wealth Management Inc.: AAPL position timeline

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

MOKAN Wealth Management Inc. held 29,941 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,941 shares
    Change vs previous 13F +2,625 shares

    3.31% of the 13F portfolio, value $8,662,225.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management 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 27,316 shares
    Change vs previous 13F +1,300 shares

    3.07% of the 13F portfolio, value $6,929,271.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management 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 26,016 shares
    Change vs previous 13F -588 shares

    3.14% of the 13F portfolio, value $7,074,232.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management 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 26,604 shares
    Change vs previous 13F -1,606 shares

    3.41% of the 13F portfolio, value $6,774,449.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management 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 28,210 shares
    Change vs previous 13F +699 shares

    3.24% of the 13F portfolio, value $5,788,593.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management 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 27,511 shares
    Change vs previous 13F +1,948 shares

    3.68% of the 13F portfolio, value $6,112,411.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management 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 25,563 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $6,403,746.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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