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Whitaker-Myers Wealth Managers, LTD.: AAPL position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 9,029 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,029 shares
    Change vs previous 13F -1,257 shares

    0.49% of the 13F portfolio, value $3,006,919.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,286 shares
    Change vs previous 13F +278 shares

    0.5% of the 13F portfolio, value $2,976,268.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 10,008 shares
    Change vs previous 13F -921 shares

    0.51% of the 13F portfolio, value $2,540,031.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    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 10,929 shares
    Change vs previous 13F -43 shares

    0.62% of the 13F portfolio, value $2,971,037.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    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 10,972 shares
    Change vs previous 13F -5,147 shares

    0.61% of the 13F portfolio, value $2,793,868.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    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 16,119 shares
    Change vs previous 13F -2,439 shares

    0.83% of the 13F portfolio, value $3,307,069.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    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 18,558 shares
    Change vs previous 13F +328 shares

    1.16% of the 13F portfolio, value $4,122,270.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    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 18,230 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,565,232.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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