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Disclosery

Burk Holdings LLC: AAPL position timeline

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

Burk Holdings LLC held 5,073 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,073 shares
    Change vs previous 13F -134 shares

    0.54% of the 13F portfolio, value $1,467,855.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 5,207 shares
    Change vs previous 13F -121 shares

    0.57% of the 13F portfolio, value $1,321,418.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 5,328 shares
    Change vs previous 13F +968 shares

    0.69% of the 13F portfolio, value $1,448,386.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 4,360 shares
    Change vs previous 13F -46 shares

    0.59% of the 13F portfolio, value $1,110,095.

    13F-HR 0002079815-25-000004 filed by Burk Holdings 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 4,406 shares
    Change vs previous 13F -450 shares

    0.57% of the 13F portfolio, value $903,893.

    13F-HR 0002079815-25-000001 filed by Burk Holdings 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 4,856 shares
    Change vs previous 13F +447 shares

    0.81% of the 13F portfolio, value $1,078,623.

    13F-HR 0002079815-25-000002 filed by Burk Holdings 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 4,409 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,104,043.

    13F-HR 0002079815-25-000003 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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