Skip to content
Disclosery

HOERTKORN RICHARD CHARLES: AAPL position timeline

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

HOERTKORN RICHARD CHARLES held 38,699 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 38,699 shares
    Change vs previous 13F -494 shares

    7.51% of the 13F portfolio, value $11,197,943.

    13F-HR 0001598177-26-000004 filed by HOERTKORN RICHARD CHARLES
    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 39,193 shares
    Change vs previous 13F -51,076 shares

    8.16% of the 13F portfolio, value $9,946,791.

    13F-HR 0001598177-26-000003 filed by HOERTKORN RICHARD CHARLES
    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 90,269 shares
    Change vs previous 13F -3,387 shares

    9.53% of the 13F portfolio, value $24,540,530.

    13F-HR 0001598177-26-000001 filed by HOERTKORN RICHARD CHARLES
    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 93,656 shares
    Change vs previous 13F -3,123 shares

    9.22% of the 13F portfolio, value $23,847,627.

    13F-HR 0001598177-25-000005 filed by HOERTKORN RICHARD CHARLES
    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 96,779 shares
    Change vs previous 13F -2,343 shares

    8.41% of the 13F portfolio, value $19,856,147.

    13F-HR 0001598177-25-000003 filed by HOERTKORN RICHARD CHARLES
    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 99,122 shares
    Change vs previous 13F -17,151 shares

    10.19% of the 13F portfolio, value $22,017,970.

    13F-HR 0001598177-25-000002 filed by HOERTKORN RICHARD CHARLES
    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 116,273 shares
    Change vs previous 13F -6,756 shares

    11.97% of the 13F portfolio, value $29,117,085.

    13F-HR 0001598177-25-000001 filed by HOERTKORN RICHARD CHARLES
    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 123,029 shares
    Change vs previous 13F not available

    12.37% of the 13F portfolio, value $28,665,757.

    13F-HR 0001598177-24-000004 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

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