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Ellis Investment Partners, LLC: AAPL position timeline

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

Ellis Investment Partners, LLC held 104,239 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,239 shares
    Change vs previous 13F -2,448 shares

    4.57% of the 13F portfolio, value $30,162,636.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 106,687 shares
    Change vs previous 13F +10,706 shares

    4.7% of the 13F portfolio, value $27,076,312.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 95,981 shares
    Change vs previous 13F +1,203 shares

    4.55% of the 13F portfolio, value $26,093,431.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 94,778 shares
    Change vs previous 13F -712 shares

    4.36% of the 13F portfolio, value $24,133,557.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 95,490 shares
    Change vs previous 13F -75 shares

    3.81% of the 13F portfolio, value $19,591,719.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 95,565 shares
    Change vs previous 13F -1,662 shares

    4.39% of the 13F portfolio, value $21,227,835.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 97,227 shares
    Change vs previous 13F -887 shares

    4.79% of the 13F portfolio, value $24,347,605.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 98,114 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $22,860,669.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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