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Opes Wealth Management LLC: AAPL position timeline

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

Opes Wealth Management LLC held 364,108 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 364,108 shares
    Change vs previous 13F -10,326 shares

    15.78% of the 13F portfolio, value $92,406,948.

    13F-HR 0001766918-26-000002 filed by Opes 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 ended2025-12-31
    13F 374,434 shares
    Change vs previous 13F -10,103 shares

    17.29% of the 13F portfolio, value $101,793,762.

    13F-HR 0001766918-26-000001 filed by Opes 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 ended2025-09-30
    13F 384,537 shares
    Change vs previous 13F -38,510 shares

    17.24% of the 13F portfolio, value $97,914,715.

    13F-HR 0001766918-25-000003 filed by Opes 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 ended2025-06-30
    13F 423,047 shares
    Change vs previous 13F +9,851 shares

    15.41% of the 13F portfolio, value $86,796,451.

    13F-HR 0001085146-25-004343 filed by Opes 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 ended2025-03-31
    13F 413,196 shares
    Change vs previous 13F -30,618 shares

    18.52% of the 13F portfolio, value $91,783,184.

    13F-HR 0001085146-25-002635 filed by Opes 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 ended2024-12-31
    13F 443,814 shares
    Change vs previous 13F -181,868 shares

    22.79% of the 13F portfolio, value $111,139,966.

    13F-HR 0001085146-25-000651 filed by Opes 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 ended2024-09-30
    13F 625,682 shares
    Change vs previous 13F -4,581 shares

    28.03% of the 13F portfolio, value $145,783,909.

    13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 630,263 shares
    Change vs previous 13F not available

    27.7% of the 13F portfolio, value $132,746,040.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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