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Disclosery

WT Wealth Management: AAPL position timeline

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

WT Wealth Management held 31,660 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,660 shares
    Change vs previous 13F +2,712 shares

    2.54% of the 13F portfolio, value $9,161,255.

    13F-HR 0001780507-26-000004 filed by WT 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 28,948 shares
    Change vs previous 13F -5,254 shares

    2.18% of the 13F portfolio, value $7,346,629.

    13F-HR 0001780507-26-000003 filed by WT 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 34,202 shares
    Change vs previous 13F -7,743 shares

    2.67% of the 13F portfolio, value $9,298,043.

    13F-HR 0001780507-26-000001 filed by WT 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 41,945 shares
    Change vs previous 13F -2,618 shares

    3.07% of the 13F portfolio, value $10,680,578.

    13F-HR 0001780507-25-000012 filed by WT 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 44,563 shares
    Change vs previous 13F +3,556 shares

    2.71% of the 13F portfolio, value $9,142,964.

    13F-HR 0001780507-25-000011 filed by WT 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 41,007 shares
    Change vs previous 13F -250 shares

    2.96% of the 13F portfolio, value $9,108,800.

    13F-HR 0001780507-25-000008 filed by WT 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 41,257 shares
    Change vs previous 13F +1,283 shares

    3.24% of the 13F portfolio, value $10,331,534.

    13F-HR 0001780507-25-000003 filed by WT 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 39,974 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $9,393,891.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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