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PBMares Wealth Management LLC: AAPL position timeline

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

PBMares Wealth Management LLC held 34,249 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 34,249 shares
    Change vs previous 13F +84 shares

    1.41% of the 13F portfolio, value $8,720,757.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 34,165 shares
    Change vs previous 13F -4,017 shares

    1.28% of the 13F portfolio, value $7,009,673.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 38,182 shares
    Change vs previous 13F -4,611 shares

    1.7% of the 13F portfolio, value $8,481,448.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 42,793 shares
    Change vs previous 13F +497 shares

    2.19% of the 13F portfolio, value $10,716,129.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 42,296 shares
    Change vs previous 13F +214 shares

    2.06% of the 13F portfolio, value $9,855,075.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 42,082 shares
    Change vs previous 13F +1,275 shares

    2.18% of the 13F portfolio, value $8,863,276.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 40,807 shares
    Change vs previous 13F +995 shares

    1.82% of the 13F portfolio, value $6,997,651.

    13F-HR 0001801682-24-000002 filed by PBMares 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 ended2023-12-31
    13F 39,812 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $7,664,942.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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