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Baker Ellis Asset Management LLC: AAPL position timeline

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

Baker Ellis Asset Management LLC held 45,303 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 45,303 shares
    Change vs previous 13F +760 shares

    1.36% of the 13F portfolio, value $13,108,777.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset Management LLC
    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 44,543 shares
    Change vs previous 13F -490 shares

    1.34% of the 13F portfolio, value $11,304,481.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset 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 ended2025-12-31
    13F 45,033 shares
    Change vs previous 13F +716 shares

    1.47% of the 13F portfolio, value $12,242,578.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset 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 ended2025-09-30
    13F 44,317 shares
    Change vs previous 13F +560 shares

    1.39% of the 13F portfolio, value $11,284,449.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset 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 ended2025-06-30
    13F 43,757 shares
    Change vs previous 13F -8 shares

    1.23% of the 13F portfolio, value $8,977,553.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset 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 ended2025-03-31
    13F 43,765 shares
    Change vs previous 13F +582 shares

    1.4% of the 13F portfolio, value $9,721,519.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset 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 ended2024-12-31
    13F 43,183 shares
    Change vs previous 13F +253 shares

    1.59% of the 13F portfolio, value $10,813,887.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset 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 ended2024-09-30
    13F 42,930 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $10,002,684.

    13F-HR 0001941040-24-000433 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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