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National Wealth Management Group, LLC: AAPL position timeline

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

National Wealth Management Group, LLC held 19,159 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,159 shares
    Change vs previous 13F -401 shares

    1.71% of the 13F portfolio, value $5,543,877.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
    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 19,560 shares
    Change vs previous 13F -1,274 shares

    1.85% of the 13F portfolio, value $4,964,178.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
    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 20,834 shares
    Change vs previous 13F +232 shares

    1.96% of the 13F portfolio, value $5,663,802.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    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 20,602 shares
    Change vs previous 13F +6,821 shares

    1.98% of the 13F portfolio, value $5,246,000.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
    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 13,781 shares
    Change vs previous 13F -756 shares

    1.58% of the 13F portfolio, value $2,827,371.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, LLC
    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 14,537 shares
    Change vs previous 13F +3,778 shares

    2.12% of the 13F portfolio, value $3,229,030.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
    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 10,759 shares
    Change vs previous 13F +3,335 shares

    1.79% of the 13F portfolio, value $2,694,220.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    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 7,424 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,729,837.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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