Skip to content

McBroom & Associates, LLC: AAPL position timeline

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

McBroom & Associates, LLC held 35,475 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,475 shares
    Change vs previous 13F -440 shares

    5.16% of the 13F portfolio, value $10,265,058.

    13F-HR 0001754960-26-000672 filed by McBroom & Associates, 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 35,915 shares
    Change vs previous 13F -2,689 shares

    5.08% of the 13F portfolio, value $9,114,872.

    13F-HR 0001754960-26-000309 filed by McBroom & Associates, 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 38,604 shares
    Change vs previous 13F +14 shares

    5.1% of the 13F portfolio, value $10,494,881.

    13F-HR 0001754960-26-000090 filed by McBroom & Associates, 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 38,590 shares
    Change vs previous 13F +215 shares

    4.67% of the 13F portfolio, value $9,826,164.

    13F-HR 0001754960-25-000722 filed by McBroom & Associates, 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 38,375 shares
    Change vs previous 13F 0 shares

    4.88% of the 13F portfolio, value $8,524,180.

    13F-HR 0001754960-25-000534 filed by McBroom & Associates, 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 38,375 shares
    Change vs previous 13F +695 shares

    4.88% of the 13F portfolio, value $8,524,180.

    13F-HR 0001754960-25-000213 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,680 shares
    Change vs previous 13F +1,043 shares

    5.34% of the 13F portfolio, value $9,435,753.

    13F-HR 0001754960-25-000083 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 36,637 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $8,536,347.

    13F-HR 0001754960-24-000513 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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