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Disclosery

Grassi Investment Management: AAPL position timeline

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

Grassi Investment Management held 330,171 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 330,171 shares
    Change vs previous 13F -1,199 shares

    5.39% of the 13F portfolio, value $67,741,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 331,370 shares
    Change vs previous 13F -2,088 shares

    6.81% of the 13F portfolio, value $73,607,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 333,458 shares
    Change vs previous 13F -7,414 shares

    7.13% of the 13F portfolio, value $83,505,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 340,872 shares
    Change vs previous 13F -653 shares

    6.86% of the 13F portfolio, value $79,423,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 341,525 shares
    Change vs previous 13F -1,549 shares

    6.38% of the 13F portfolio, value $71,932,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 343,074 shares
    Change vs previous 13F -1,173 shares

    5.32% of the 13F portfolio, value $58,830,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 344,247 shares
    Change vs previous 13F -1,068 shares

    6.95% of the 13F portfolio, value $66,278,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 345,315 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $59,121,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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