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NAPA WEALTH MANAGEMENT: AAPL position timeline

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

NAPA WEALTH MANAGEMENT held 7,340 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,340 shares
    Change vs previous 13F -69 shares

    0.88% of the 13F portfolio, value $1,868,938.

    13F-HR 0001172661-25-004716 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,409 shares
    Change vs previous 13F -1,281 shares

    0.73% of the 13F portfolio, value $1,520,044.

    13F-HR 0001172661-25-003431 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,690 shares
    Change vs previous 13F -12,984 shares

    1.09% of the 13F portfolio, value $1,930,210.

    13F-HR 0001172661-25-001900 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,674 shares
    Change vs previous 13F -4,841 shares

    2.35% of the 13F portfolio, value $5,427,708.

    13F-HR 0001172661-25-001047 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 26,515 shares
    Change vs previous 13F +20,092 shares

    2.92% of the 13F portfolio, value $6,178,050.

    13F-HR 0001172661-24-004513 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,423 shares
    Change vs previous 13F -2,261 shares

    0.91% of the 13F portfolio, value $1,352,822.

    13F-HR 0001172661-24-003496 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,684 shares
    Change vs previous 13F -701 shares

    0.78% of the 13F portfolio, value $1,489,103.

    13F-HR 0001172661-24-003494 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 9,385 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,806,799.

    13F-HR 0001172661-24-001665 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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