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Wambolt & Associates, LLC: AAPL position timeline

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

Wambolt & Associates, LLC held 48,140 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 48,140 shares
    Change vs previous 13F -4,385 shares

    3.37% of the 13F portfolio, value $10,004,493.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 52,525 shares
    Change vs previous 13F -2,145 shares

    3.98% of the 13F portfolio, value $11,723,047.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 54,670 shares
    Change vs previous 13F -28,357 shares

    4.38% of the 13F portfolio, value $13,690,633.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 83,027 shares
    Change vs previous 13F +358 shares

    5.13% of the 13F portfolio, value $18,781,604.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 82,669 shares
    Change vs previous 13F +4,228 shares

    5.2% of the 13F portfolio, value $17,918,602.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 78,441 shares
    Change vs previous 13F -59,603 shares

    3.99% of the 13F portfolio, value $13,337,314.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 138,044 shares
    Change vs previous 13F +9,681 shares

    4.37% of the 13F portfolio, value $13,361,989.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 128,363 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $10,383,315.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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