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Wealth Management Strategies, Inc.: AAPL position timeline

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

Wealth Management Strategies, Inc. held 17,851 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,851 shares
    Change vs previous 13F +15 shares

    2.02% of the 13F portfolio, value $5,165,355.

    13F-HR 0002057285-26-000005 filed by Wealth Management Strategies, Inc.
    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 17,836 shares
    Change vs previous 13F +16 shares

    2.05% of the 13F portfolio, value $4,526,501.

    13F-HR 0002057285-26-000003 filed by Wealth Management Strategies, Inc.
    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 17,820 shares
    Change vs previous 13F -281 shares

    2.23% of the 13F portfolio, value $4,844,531.

    13F-HR 0002057285-26-000001 filed by Wealth Management Strategies, Inc.
    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 18,101 shares
    Change vs previous 13F -1,123 shares

    2.28% of the 13F portfolio, value $4,609,134.

    13F-HR 0002057285-25-000005 filed by Wealth Management Strategies, Inc.
    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 19,224 shares
    Change vs previous 13F -77 shares

    2.12% of the 13F portfolio, value $3,944,289.

    13F-HR 0002057285-26-000006 filed by Wealth Management Strategies, Inc.
    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 19,301 shares
    Change vs previous 13F +4 shares

    2.87% of the 13F portfolio, value $4,287,350.

    13F-HR 0002057285-25-000002 filed by Wealth Management Strategies, Inc.
    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/A 19,297 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $4,832,399.

    13F-HR/A 0002057285-26-000008 filed by Wealth Management Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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