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Jacobsen Capital Management: AAPL position timeline

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

Jacobsen Capital Management held 34,451 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,451 shares
    Change vs previous 13F +10 shares

    2.92% of the 13F portfolio, value $9,968,718.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital 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 34,441 shares
    Change vs previous 13F -19 shares

    2.95% of the 13F portfolio, value $8,740,660.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital 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 34,460 shares
    Change vs previous 13F -517 shares

    3.06% of the 13F portfolio, value $9,368,306.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital 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 34,977 shares
    Change vs previous 13F +330 shares

    3.02% of the 13F portfolio, value $8,906,084.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital 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 34,647 shares
    Change vs previous 13F +3,250 shares

    2.62% of the 13F portfolio, value $7,108,492.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital 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 31,397 shares
    Change vs previous 13F +388 shares

    3.03% of the 13F portfolio, value $6,974,204.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital 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 31,009 shares
    Change vs previous 13F +369 shares

    3.31% of the 13F portfolio, value $7,765,358.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital 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 30,640 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $7,139,036.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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