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Jacobi Capital Management LLC: AAPL position timeline

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

Jacobi Capital Management LLC held 111,297 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,297 shares
    Change vs previous 13F +320 shares

    1.58% of the 13F portfolio, value $32,204,861.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management 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 110,977 shares
    Change vs previous 13F +4,068 shares

    1.57% of the 13F portfolio, value $28,164,900.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management 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 106,909 shares
    Change vs previous 13F -80 shares

    1.68% of the 13F portfolio, value $29,064,254.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management 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 106,989 shares
    Change vs previous 13F -237 shares

    1.66% of the 13F portfolio, value $27,242,762.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management 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 107,226 shares
    Change vs previous 13F +6,367 shares

    1.46% of the 13F portfolio, value $21,999,620.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management 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 100,859 shares
    Change vs previous 13F +1,292 shares

    1.65% of the 13F portfolio, value $22,403,818.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management 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 99,567 shares
    Change vs previous 13F +4,616 shares

    1.86% of the 13F portfolio, value $24,933,494.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management 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 94,951 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $22,123,708.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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