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Coe Capital Management, LLC: AAPL position timeline

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

Coe Capital Management, LLC held 20,992 AAPL shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 20,992 shares
    Change vs previous 13F -3,152 shares

    2.71% of the 13F portfolio, value $2,875,000.

    13F-HR 0001505896-21-000005 filed by Coe Capital 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 ended2021-03-31
    13F 24,144 shares
    Change vs previous 13F -4,170 shares

    2.96% of the 13F portfolio, value $2,949,000.

    13F-HR 0001505896-21-000004 filed by Coe Capital 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 ended2020-12-31
    13F 28,314 shares
    Change vs previous 13F +1,526 shares

    4.11% of the 13F portfolio, value $3,757,000.

    13F-HR 0001505896-21-000001 filed by Coe Capital 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 ended2020-09-30
    13F 26,788 shares
    Change vs previous 13F +20,546 shares

    4.17% of the 13F portfolio, value $3,102,000.

    13F-HR 0001505896-20-000004 filed by Coe Capital 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 ended2020-06-30
    13F 6,242 shares
    Change vs previous 13F +289 shares

    3.38% of the 13F portfolio, value $2,277,000.

    13F-HR 0001505896-20-000003 filed by Coe Capital 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 ended2020-03-31
    13F 5,953 shares
    Change vs previous 13F -1,700 shares

    2.53% of the 13F portfolio, value $1,514,000.

    13F-HR 0001505896-20-000002 filed by Coe Capital 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 ended2019-12-31
    13F 7,653 shares
    Change vs previous 13F -1,099 shares

    2.87% of the 13F portfolio, value $2,247,000.

    13F-HR 0001505896-20-000001 filed by Coe Capital 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 ended2019-09-30
    13F 8,752 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $1,960,000.

    13F-HR 0001505896-19-000005 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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