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Investment Management Trust, LLC: AAPL position timeline

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

Investment Management Trust, LLC held 32,761 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,761 shares
    Change vs previous 13F -20 shares

    8.5% of the 13F portfolio, value $9,479,863.

    13F-HR 0002131759-26-000002 filed by Investment Management Trust, 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 32,781 shares
    Change vs previous 13F not available

    8.11% of the 13F portfolio, value $8,319,386.

    13F-HR 0002131759-26-000001 filed by Investment Management Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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