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KARPAS STRATEGIES, LLC: AAPL position timeline

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

KARPAS STRATEGIES, LLC held 15,682 AAPL shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 15,682 shares
    Change vs previous 13F -105 shares

    1.04% of the 13F portfolio, value $3,302,956.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 15,787 shares
    Change vs previous 13F +30 shares

    0.84% of the 13F portfolio, value $2,707,109.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 15,757 shares
    Change vs previous 13F +6,497 shares

    1% of the 13F portfolio, value $3,033,773.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 9,260 shares
    Change vs previous 13F +3 shares

    0.58% of the 13F portfolio, value $1,585,439.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 9,257 shares
    Change vs previous 13F +100 shares

    0.61% of the 13F portfolio, value $1,795,524.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 9,157 shares
    Change vs previous 13F +4 shares

    0.53% of the 13F portfolio, value $1,510,033.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 9,153 shares
    Change vs previous 13F +3 shares

    0.42% of the 13F portfolio, value $1,189,310.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 9,150 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,264,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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