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Obermeyer Wealth Partners: AAPL position timeline

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

Obermeyer Wealth Partners held 319,225 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,225 shares
    Change vs previous 13F -4,995 shares

    3.78% of the 13F portfolio, value $92,371,014.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 324,220 shares
    Change vs previous 13F -3,208 shares

    3.79% of the 13F portfolio, value $82,283,668.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 327,428 shares
    Change vs previous 13F -12,206 shares

    4.07% of the 13F portfolio, value $89,014,504.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 339,634 shares
    Change vs previous 13F -813 shares

    4.05% of the 13F portfolio, value $86,480,996.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 340,447 shares
    Change vs previous 13F -18,198 shares

    3.48% of the 13F portfolio, value $69,849,529.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 358,645 shares
    Change vs previous 13F -5,969 shares

    4.25% of the 13F portfolio, value $79,665,830.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 364,614 shares
    Change vs previous 13F -4,545 shares

    4.76% of the 13F portfolio, value $91,306,653.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 369,159 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $86,014,030.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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