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Whalen Wealth Management Inc.: AAPL position timeline

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

Whalen Wealth Management Inc. held 21,628 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,628 shares
    Change vs previous 13F +56 shares

    3.08% of the 13F portfolio, value $7,202,399.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,572 shares
    Change vs previous 13F -2,824 shares

    2.81% of the 13F portfolio, value $6,241,930.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth 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 ended2026-03-31
    13F 24,396 shares
    Change vs previous 13F +8,056 shares

    3.32% of the 13F portfolio, value $6,191,377.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth 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 ended2025-12-31
    13F 16,340 shares
    Change vs previous 13F +5,930 shares

    2.38% of the 13F portfolio, value $4,442,260.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth 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 ended2025-09-30
    13F 10,410 shares
    Change vs previous 13F +3,235 shares

    1.55% of the 13F portfolio, value $2,650,730.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth 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 ended2025-06-30
    13F 7,175 shares
    Change vs previous 13F +405 shares

    0.92% of the 13F portfolio, value $1,472,169.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth 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 ended2025-03-31
    13F 6,770 shares
    Change vs previous 13F +550 shares

    1% of the 13F portfolio, value $1,503,781.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,220 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,557,607.

    13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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