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Oak Asset Management, LLC: AAPL position timeline

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

Oak Asset Management, LLC held 125,189 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,189 shares
    Change vs previous 13F -2,472 shares

    11.65% of the 13F portfolio, value $36,224,583.

    13F-HR 0001726375-26-000003 filed by Oak 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 127,661 shares
    Change vs previous 13F -2,215 shares

    11.16% of the 13F portfolio, value $32,399,103.

    13F-HR 0001726375-26-000002 filed by Oak 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 129,876 shares
    Change vs previous 13F -2,102 shares

    12.04% of the 13F portfolio, value $35,308,220.

    13F-HR 0001726375-26-000001 filed by Oak 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 131,978 shares
    Change vs previous 13F -15,064 shares

    11.49% of the 13F portfolio, value $33,605,507.

    13F-HR 0001726375-25-000003 filed by Oak 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 147,042 shares
    Change vs previous 13F -1,590 shares

    10.81% of the 13F portfolio, value $30,168,608.

    13F-HR 0001085146-25-003766 filed by Oak 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 148,632 shares
    Change vs previous 13F -356 shares

    12.1% of the 13F portfolio, value $33,015,653.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, 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 148,988 shares
    Change vs previous 13F -875 shares

    13.8% of the 13F portfolio, value $37,309,667.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, 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 149,863 shares
    Change vs previous 13F not available

    12.36% of the 13F portfolio, value $34,918,096.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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