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Disclosery

NRI Wealth Management LC: AAPL position timeline

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

NRI Wealth Management LC held 35,759 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 35,759 shares
    Change vs previous 13F -107 shares

    4.96% of the 13F portfolio, value $9,721,500.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 35,866 shares
    Change vs previous 13F +1,271 shares

    4.88% of the 13F portfolio, value $9,132,434.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 34,595 shares
    Change vs previous 13F +516 shares

    4.28% of the 13F portfolio, value $7,097,894.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 34,079 shares
    Change vs previous 13F +1,098 shares

    5.6% of the 13F portfolio, value $7,570,065.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 32,981 shares
    Change vs previous 13F +2,561 shares

    5.7% of the 13F portfolio, value $8,259,002.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    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 30,420 shares
    Change vs previous 13F +508 shares

    4.97% of the 13F portfolio, value $6,406,997.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    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 29,912 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $5,129,242.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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