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Kovitz Investment Group, LLC: AAPL position timeline

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

Kovitz Investment Group, LLC held 757,406 AAPL shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 757,406 shares
    Change vs previous 13F +20,536 shares

    4.92% of the 13F portfolio, value $79,725,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-09-30
    13F 736,870 shares
    Change vs previous 13F +91,557 shares

    4.79% of the 13F portfolio, value $81,262,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 645,313 shares
    Change vs previous 13F -9,126 shares

    4.55% of the 13F portfolio, value $80,938,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-03-31
    13F 654,439 shares
    Change vs previous 13F -118,988 shares

    4.56% of the 13F portfolio, value $81,432,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 773,427 shares
    Change vs previous 13F -61,549 shares

    4.22% of the 13F portfolio, value $85,371,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 834,976 shares
    Change vs previous 13F -195,956 shares

    4.36% of the 13F portfolio, value $84,079,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-06-30
    13F 1,030,932 shares
    Change vs previous 13F +898,008 shares

    5.05% of the 13F portfolio, value $95,804,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-03-31
    13F 132,924 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $62,890,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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