Agate Pass Investment Management, LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Agate Pass Investment Management, LLC on AAPL, newest first. How the timeline and the estimate are built.
Agate Pass Investment Management, LLC held 47,267 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 47,267 sharesChange vs previous 13F -3,546 shares
5.04% of the 13F portfolio, value $13,677,163.
13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,813 sharesChange vs previous 13F -848 shares
5.05% of the 13F portfolio, value $12,895,927.
13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,661 sharesChange vs previous 13F +402 shares
5.22% of the 13F portfolio, value $14,044,505.
13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,259 sharesChange vs previous 13F +2,264 shares
4.97% of the 13F portfolio, value $13,052,026.
13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,995 sharesChange vs previous 13F +1,497 shares
4.13% of the 13F portfolio, value $10,052,240.
13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 47,498 sharesChange vs previous 13F +723 shares
4.51% of the 13F portfolio, value $10,550,833.
13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 46,775 sharesChange vs previous 13F +1,655 shares
5.3% of the 13F portfolio, value $11,713,482.
13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 45,120 sharesChange vs previous 13F not available
5.25% of the 13F portfolio, value $10,513,012.
13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).