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Disclosery

Marotta Asset Management: AAPL position timeline

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

Marotta Asset Management held 6,427 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,427 shares
    Change vs previous 13F +59 shares

    0.36% of the 13F portfolio, value $2,140,403.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,368 shares
    Change vs previous 13F +105 shares

    0.31% of the 13F portfolio, value $1,874,658.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,263 shares
    Change vs previous 13F -400 shares

    0.29% of the 13F portfolio, value $1,601,026.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,663 shares
    Change vs previous 13F -1,014 shares

    0.34% of the 13F portfolio, value $1,811,388.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,677 shares
    Change vs previous 13F +119 shares

    0.37% of the 13F portfolio, value $1,961,047.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,558 shares
    Change vs previous 13F -946 shares

    0.31% of the 13F portfolio, value $1,550,614.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,504 shares
    Change vs previous 13F +248 shares

    0.39% of the 13F portfolio, value $1,981,503.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,256 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,013,332.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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