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Monterey Private Wealth, Inc.: AAPL position timeline

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

Monterey Private Wealth, Inc. held 78,143 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 78,143 shares
    Change vs previous 13F -335 shares

    5.11% of the 13F portfolio, value $17,357,933.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 78,478 shares
    Change vs previous 13F +794 shares

    6.48% of the 13F portfolio, value $19,652,479.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 77,684 shares
    Change vs previous 13F -385 shares

    6.17% of the 13F portfolio, value $18,100,315.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 78,069 shares
    Change vs previous 13F -287 shares

    6.15% of the 13F portfolio, value $16,442,910.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 78,356 shares
    Change vs previous 13F +10 shares

    5.39% of the 13F portfolio, value $13,436,460.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 78,346 shares
    Change vs previous 13F +2,809 shares

    6.81% of the 13F portfolio, value $15,083,965.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 75,537 shares
    Change vs previous 13F -1,072 shares

    6.5% of the 13F portfolio, value $12,932,700.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 76,609 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $14,859,813.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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