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Monument Capital Management: AAPL position timeline

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

Monument Capital Management held 34,342 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,342 shares
    Change vs previous 13F +270 shares

    2.38% of the 13F portfolio, value $11,436,601.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,072 shares
    Change vs previous 13F +766 shares

    1.98% of the 13F portfolio, value $9,859,106.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,306 shares
    Change vs previous 13F -337 shares

    2.12% of the 13F portfolio, value $8,452,662.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,643 shares
    Change vs previous 13F +395 shares

    2.28% of the 13F portfolio, value $9,146,128.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,248 shares
    Change vs previous 13F +53 shares

    2.12% of the 13F portfolio, value $8,465,925.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,195 shares
    Change vs previous 13F -483 shares

    1.77% of the 13F portfolio, value $6,810,690.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 33,678 shares
    Change vs previous 13F -715 shares

    2.3% of the 13F portfolio, value $7,480,839.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 34,393 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $8,612,751.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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