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Disclosery

New Capital Management LP: AAPL position timeline

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

New Capital Management LP held 77,278 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,278 shares
    Change vs previous 13F -115 shares

    5.09% of the 13F portfolio, value $22,361,037.

    13F-HR 0001696731-26-000003 filed by New Capital Management LP
    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 77,393 shares
    Change vs previous 13F -721 shares

    4.84% of the 13F portfolio, value $19,641,443.

    13F-HR 0001696731-26-000002 filed by New Capital Management LP
    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 78,114 shares
    Change vs previous 13F -274 shares

    5.33% of the 13F portfolio, value $21,236,161.

    13F-HR 0001696731-26-000001 filed by New Capital Management LP
    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 78,388 shares
    Change vs previous 13F -20 shares

    5.23% of the 13F portfolio, value $19,959,975.

    13F-HR 0001696731-25-000007 filed by New Capital Management LP
    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 78,408 shares
    Change vs previous 13F -3 shares

    4.49% of the 13F portfolio, value $16,086,958.

    13F-HR 0001696731-25-000006 filed by New Capital Management LP
    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 78,411 shares
    Change vs previous 13F -4,210 shares

    5% of the 13F portfolio, value $17,417,417.

    13F-HR 0001696731-25-000005 filed by New Capital Management LP
    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 82,621 shares
    Change vs previous 13F -646 shares

    6.05% of the 13F portfolio, value $20,689,924.

    13F-HR 0001696731-25-000001 filed by New Capital Management LP
    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 83,267 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $19,401,180.

    13F-HR 0001696731-24-000004 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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