Wealth Management Associates, Inc.: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on AAPL, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 156,777 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 156,777 sharesChange vs previous 13F +96,459 shares
12.52% of the 13F portfolio, value $45,364,964.
13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,318 sharesChange vs previous 13F +3,391 shares
5.29% of the 13F portfolio, value $15,308,080.
13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,927 sharesChange vs previous 13F -5,770 shares
5.38% of the 13F portfolio, value $15,476,130.
13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,697 sharesChange vs previous 13F -1,855 shares
5.67% of the 13F portfolio, value $15,964,472.
13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 64,552 sharesChange vs previous 13F -1,377 shares
5.15% of the 13F portfolio, value $13,244,184.
13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 65,929 sharesChange vs previous 13F -380 shares
6.28% of the 13F portfolio, value $14,644,735.
13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 66,309 sharesChange vs previous 13F +794 shares
7.1% of the 13F portfolio, value $16,605,158.
13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 65,515 sharesChange vs previous 13F not available
6.71% of the 13F portfolio, value $15,264,924.
13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).