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LOUNTZIS ASSET MANAGEMENT, LLC: AAPL position timeline

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

LOUNTZIS ASSET MANAGEMENT, LLC held 3,329 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 3,329 shares
    Change vs previous 13F +1,620 shares

    0.3% of the 13F portfolio, value $963,518.

    13F-HR 0001821168-26-000004 filed by LOUNTZIS ASSET 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 1,709 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $433,727.

    13F-HR 0001821168-26-000003 filed by LOUNTZIS ASSET 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 1,709 shares
    Change vs previous 13F -141 shares

    0.16% of the 13F portfolio, value $464,609.

    13F-HR 0001821168-26-000001 filed by LOUNTZIS ASSET 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 1,850 shares
    Change vs previous 13F +48 shares

    0.15% of the 13F portfolio, value $471,066.

    13F-HR 0001821168-25-000007 filed by LOUNTZIS ASSET 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 1,802 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $369,716.

    13F-HR 0001821168-25-000004 filed by LOUNTZIS ASSET 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 1,802 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $378,672.

    13F-HR 0001821168-25-000003 filed by LOUNTZIS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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