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Disclosery

Westwood Wealth Management: AAPL position timeline

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

Westwood Wealth Management held 40,955 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,955 shares
    Change vs previous 13F -1,796 shares

    3.44% of the 13F portfolio, value $11,850,738.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 42,751 shares
    Change vs previous 13F +18,282 shares

    4.26% of the 13F portfolio, value $10,849,776.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 24,469 shares
    Change vs previous 13F -22,815 shares

    5% of the 13F portfolio, value $6,652,039.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 47,284 shares
    Change vs previous 13F -69,589 shares

    4.42% of the 13F portfolio, value $12,039,925.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 116,873 shares
    Change vs previous 13F -7,360 shares

    8.06% of the 13F portfolio, value $23,978,833.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 124,233 shares
    Change vs previous 13F -10,925 shares

    11.9% of the 13F portfolio, value $27,595,876.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 135,158 shares
    Change vs previous 13F -7,343 shares

    12.23% of the 13F portfolio, value $33,846,266.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 142,501 shares
    Change vs previous 13F not available

    13.02% of the 13F portfolio, value $33,202,733.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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