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Private Wealth Management Group, LLC: AAPL position timeline

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

Private Wealth Management Group, LLC held 32,422 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,422 shares
    Change vs previous 13F +1,062 shares

    2.18% of the 13F portfolio, value $9,381,688.

    13F-HR 0002011342-26-000003 filed by Private Wealth Management Group, LLC
    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 31,360 shares
    Change vs previous 13F +522 shares

    2.09% of the 13F portfolio, value $7,958,980.

    13F-HR 0002011342-26-000002 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,838 shares
    Change vs previous 13F -4,793 shares

    2.24% of the 13F portfolio, value $8,383,549.

    13F-HR 0002011342-26-000001 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,631 shares
    Change vs previous 13F -78 shares

    2.5% of the 13F portfolio, value $9,072,723.

    13F-HR 0002011342-25-000006 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,709 shares
    Change vs previous 13F -441 shares

    2.43% of the 13F portfolio, value $7,326,399.

    13F-HR 0002011342-25-000004 filed by Private Wealth Management Group, LLC
    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 36,150 shares
    Change vs previous 13F -5,064 shares

    2.96% of the 13F portfolio, value $8,030,026.

    13F-HR 0002011342-25-000003 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,214 shares
    Change vs previous 13F +23,638 shares

    3.95% of the 13F portfolio, value $10,320,799.

    13F-HR 0002011342-25-000001 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,576 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $4,095,167.

    13F-HR 0002011342-24-000005 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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