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Papamarkou Wellner Asset Management inc.: AAPL position timeline

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

Papamarkou Wellner Asset Management inc. held 74,145 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,145 shares
    Change vs previous 13F 0 shares

    11.8% of the 13F portfolio, value $18,817,260.

    13F-HR 0002063952-26-000003 filed by Papamarkou Wellner Asset Management inc.
    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 74,145 shares
    Change vs previous 13F +730 shares

    11.5% of the 13F portfolio, value $18,817,260.

    13F-HR 0002063952-26-000002 filed by Papamarkou Wellner Asset Management inc.
    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 73,415 shares
    Change vs previous 13F -510 shares

    11.99% of the 13F portfolio, value $19,958,602.

    13F-HR 0002063952-26-000001 filed by Papamarkou Wellner Asset Management inc.
    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 73,925 shares
    Change vs previous 13F -525 shares

    11.64% of the 13F portfolio, value $18,823,523.

    13F-HR 0002063952-25-000004 filed by Papamarkou Wellner Asset Management inc.
    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 74,450 shares
    Change vs previous 13F -1,796 shares

    10.11% of the 13F portfolio, value $15,274,907.

    13F-HR 0002063952-25-000003 filed by Papamarkou Wellner Asset Management inc.
    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 76,246 shares
    Change vs previous 13F -1,559 shares

    11.8% of the 13F portfolio, value $16,936,524.

    13F-HR 0002063952-25-000002 filed by Papamarkou Wellner Asset Management inc.
    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 77,805 shares
    Change vs previous 13F not available

    13.42% of the 13F portfolio, value $19,483,928.

    13F-HR 0002063952-25-000001 filed by Papamarkou Wellner Asset Management inc.
    Filed (acceptance time not in the bulk data set), ingested

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