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DWR Wealth Management, LLC

SEC CIK
0002123012
Latest filing
Jul 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by DWR Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
27,403
Value
$7.72M
% of portfolio
5.8%
Quarters held
3
Since Q4 2025
Holdings of AAPL by DWR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,403$7.72M5.8%+243+0.9%AddedHolders
Q1 202627,160$6.70M5.8%−288−1.0%ReducedHolders
Q4 202527,448$7.50M7.0%–No prior filingHolders