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Williams & Novak Wealth Management, LLC: AAPL position timeline

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

Williams & Novak Wealth Management, LLC held 14,123 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 14,123 shares
    Change vs previous 13F +1,331 shares

    2.82% of the 13F portfolio, value $4,703,288.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,792 shares
    Change vs previous 13F +1,311 shares

    2.48% of the 13F portfolio, value $3,701,531.

    13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
    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 11,481 shares
    Change vs previous 13F +1,484 shares

    2.2% of the 13F portfolio, value $2,934,827.

    13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
    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 9,997 shares
    Change vs previous 13F +294 shares

    2.05% of the 13F portfolio, value $2,717,818.

    13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
    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 9,703 shares
    Change vs previous 13F +245 shares

    1.9% of the 13F portfolio, value $2,470,703.

    13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
    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 9,458 shares
    Change vs previous 13F +11 shares

    1.65% of the 13F portfolio, value $1,940,524.

    13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
    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 9,447 shares
    Change vs previous 13F -2,664 shares

    2.06% of the 13F portfolio, value $2,108,500.

    13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
    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 12,111 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,032,866.

    13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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