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Stonebridge Wealth Management, LLC: AAPL position timeline

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

Stonebridge Wealth Management, LLC held 6,648 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,648 shares
    Change vs previous 13F 0 shares

    1.97% of the 13F portfolio, value $2,213,962.

    13F-HR 0001754960-26-000833 filed by Stonebridge Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,648 shares
    Change vs previous 13F -470 shares

    1.72% of the 13F portfolio, value $1,923,704.

    13F-HR 0001754960-26-000551 filed by Stonebridge 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 ended2026-03-31
    13F 7,118 shares
    Change vs previous 13F 0 shares

    1.73% of the 13F portfolio, value $1,806,511.

    13F-HR 0001754960-26-000270 filed by Stonebridge 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 ended2025-12-31
    13F 7,118 shares
    Change vs previous 13F 0 shares

    1.83% of the 13F portfolio, value $1,935,136.

    13F-HR 0001754960-26-000013 filed by Stonebridge 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 ended2025-09-30
    13F 7,118 shares
    Change vs previous 13F +19 shares

    1.55% of the 13F portfolio, value $1,812,491.

    13F-HR 0001754960-25-000680 filed by Stonebridge 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 ended2025-06-30
    13F 7,099 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,456,529.

    13F-HR 0001754960-25-000623 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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