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North Berkeley Wealth Management, LLC: AAPL position timeline

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

North Berkeley Wealth Management, LLC held 29,446 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 29,446 shares
    Change vs previous 13F +933 shares

    3.44% of the 13F portfolio, value $8,520,600.

    13F-HR 0001172661-26-002865 filed by North Berkeley Wealth Management, 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 28,513 shares
    Change vs previous 13F +837 shares

    3.82% of the 13F portfolio, value $7,236,407.

    13F-HR 0001172661-26-002248 filed by North Berkeley Wealth Management, 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 27,676 shares
    Change vs previous 13F +243 shares

    4.44% of the 13F portfolio, value $7,524,046.

    13F-HR 0001172661-26-000580 filed by North Berkeley Wealth Management, 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 27,433 shares
    Change vs previous 13F -2,886 shares

    5.51% of the 13F portfolio, value $6,985,282.

    13F-HR 0001172661-25-004580 filed by North Berkeley Wealth Management, 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 30,319 shares
    Change vs previous 13F +1,008 shares

    5.71% of the 13F portfolio, value $6,220,532.

    13F-HR 0001172661-25-003212 filed by North Berkeley Wealth Management, 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 29,311 shares
    Change vs previous 13F -830 shares

    6.78% of the 13F portfolio, value $6,510,796.

    13F-HR 0001172661-25-003209 filed by North Berkeley Wealth Management, 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 30,141 shares
    Change vs previous 13F not available

    7.66% of the 13F portfolio, value $7,547,809.

    13F-HR 0001172661-25-001380 filed by North Berkeley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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