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Hoffman, Alan N Investment Management: AAPL position timeline

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

Hoffman, Alan N Investment Management held 307,561 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,561 shares
    Change vs previous 13F -2,019 shares

    52.57% of the 13F portfolio, value $88,995,943.

    13F-HR 0001754960-26-000456 filed by Hoffman, Alan N 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 ended2026-03-31
    13F 309,580 shares
    Change vs previous 13F -27,910 shares

    51.82% of the 13F portfolio, value $78,568,294.

    13F-HR 0001754960-26-000204 filed by Hoffman, Alan N 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 ended2025-12-31
    13F 337,490 shares
    Change vs previous 13F -70,523 shares

    51.75% of the 13F portfolio, value $91,750,157.

    13F-HR 0001754960-26-000004 filed by Hoffman, Alan N 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 ended2025-09-30
    13F 408,013 shares
    Change vs previous 13F -1,455 shares

    45.35% of the 13F portfolio, value $103,892,459.

    13F-HR 0001754960-25-000646 filed by Hoffman, Alan N 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 ended2025-06-30
    13F 409,468 shares
    Change vs previous 13F -4,626 shares

    41.42% of the 13F portfolio, value $84,010,478.

    13F-HR 0001754960-25-000519 filed by Hoffman, Alan N 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 ended2025-03-31
    13F 414,094 shares
    Change vs previous 13F -3,605 shares

    47.45% of the 13F portfolio, value $91,982,746.

    13F-HR 0001754960-25-000161 filed by Hoffman, Alan N 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 ended2024-12-31
    13F 417,699 shares
    Change vs previous 13F -3,362 shares

    47.23% of the 13F portfolio, value $104,600,101.

    13F-HR 0001754960-25-000016 filed by Hoffman, Alan N 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 ended2024-09-30
    13F 421,061 shares
    Change vs previous 13F not available

    47.24% of the 13F portfolio, value $98,107,147.

    13F-HR 0001754960-24-000474 filed by Hoffman, Alan N Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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