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Alan B Lancz & Associates, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alan B Lancz & Associates, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Alan B Lancz & Associates, Inc. held 35,482 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,482 shares
    Change vs previous 13F -262 shares

    8.93% of the 13F portfolio, value $10,267,080.

    13F-HR 0001765380-26-000339 filed by Alan B Lancz & Associates, Inc.
    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 35,744 shares
    Change vs previous 13F -3,705 shares

    8.8% of the 13F portfolio, value $9,071,477.

    13F-HR 0001765380-26-000154 filed by Alan B Lancz & Associates, Inc.
    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 39,449 shares
    Change vs previous 13F -3 shares

    9.42% of the 13F portfolio, value $10,724,613.

    13F-HR 0001897835-26-000001 filed by Alan B Lancz & Associates, Inc.
    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 39,452 shares
    Change vs previous 13F +122 shares

    9.08% of the 13F portfolio, value $10,045,670.

    13F-HR 0001765380-25-000497 filed by Alan B Lancz & Associates, Inc.
    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 39,330 shares
    Change vs previous 13F -992 shares

    8.08% of the 13F portfolio, value $8,069,342.

    13F-HR 0001897835-25-000003 filed by Alan B Lancz & Associates, Inc.
    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 40,322 shares
    Change vs previous 13F -1,193 shares

    9.54% of the 13F portfolio, value $8,956,726.

    13F-HR 0001897835-25-000002 filed by Alan B Lancz & Associates, Inc.
    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 41,515 shares
    Change vs previous 13F -3,209 shares

    10.56% of the 13F portfolio, value $10,396,187.

    13F-HR 0001897835-25-000001 filed by Alan B Lancz & Associates, Inc.
    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 44,724 shares
    Change vs previous 13F not available

    9.56% of the 13F portfolio, value $10,420,692.

    13F-HR 0001897835-24-000003 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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