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PTM WEALTH MANAGEMENT, LLC: AAPL position timeline

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

PTM WEALTH MANAGEMENT, LLC held 12,735 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,735 shares
    Change vs previous 13F +270 shares

    1.91% of the 13F portfolio, value $4,241,161.

    13F-HR 0001951757-26-001122 filed by PTM 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 ended2026-03-31
    13F 12,465 shares
    Change vs previous 13F +596 shares

    1.71% of the 13F portfolio, value $3,226,816.

    13F-HR 0001951757-26-000547 filed by PTM 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 ended2025-12-31
    13F 11,869 shares
    Change vs previous 13F +331 shares

    1.79% of the 13F portfolio, value $3,172,085.

    13F-HR 0001951757-26-000043 filed by PTM 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 ended2025-09-30
    13F 11,538 shares
    Change vs previous 13F -349 shares

    1.77% of the 13F portfolio, value $2,961,682.

    13F-HR 0001951757-25-001196 filed by PTM 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 ended2025-06-30
    13F 11,887 shares
    Change vs previous 13F +2,272 shares

    1.68% of the 13F portfolio, value $2,538,394.

    13F-HR 0001951757-25-000592 filed by PTM 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 ended2025-03-31
    13F 9,615 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,657,875.

    13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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