Skip to content
Disclosery

Jones Kertz & Associates, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jones Kertz & Associates, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Jones Kertz & Associates, Inc. held 49,595 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 49,595 shares
    Change vs previous 13F -5,799 shares

    6.62% of the 13F portfolio, value $14,350,809.

    13F-HR 0002085853-26-000818 filed by Jones Kertz & Associates, Inc.
    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 55,394 shares
    Change vs previous 13F -490 shares

    7.46% of the 13F portfolio, value $14,058,443.

    13F-HR 0002085853-26-000479 filed by Jones Kertz & Associates, Inc.
    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 55,884 shares
    Change vs previous 13F not available

    7.81% of the 13F portfolio, value $15,192,624.

    13F-HR 0002085853-26-000109 filed by Jones Kertz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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