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Wernau Asset Management Inc.: AAPL position timeline

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

Wernau Asset Management Inc. held 91,042 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,042 shares
    Change vs previous 13F -2,584 shares

    24.98% of the 13F portfolio, value $26,344,039.

    13F-HR 0001172661-26-002995 filed by Wernau Asset Management 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 93,626 shares
    Change vs previous 13F +11 shares

    24.72% of the 13F portfolio, value $23,761,453.

    13F-HR 0001172661-26-001521 filed by Wernau Asset Management 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 93,615 shares
    Change vs previous 13F -628 shares

    25.28% of the 13F portfolio, value $25,450,048.

    13F-HR 0001172661-26-000240 filed by Wernau Asset Management 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 94,243 shares
    Change vs previous 13F -985 shares

    24.83% of the 13F portfolio, value $23,997,232.

    13F-HR 0001172661-25-004635 filed by Wernau Asset Management 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 95,228 shares
    Change vs previous 13F -7,155 shares

    22.1% of the 13F portfolio, value $19,538,080.

    13F-HR 0001172661-25-003031 filed by Wernau Asset Management 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 102,383 shares
    Change vs previous 13F -3,124 shares

    23.53% of the 13F portfolio, value $22,742,409.

    13F-HR 0001172661-25-001592 filed by Wernau Asset Management 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 105,507 shares
    Change vs previous 13F not available

    25.57% of the 13F portfolio, value $26,421,099.

    13F-HR 0001172661-25-000522 filed by Wernau Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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