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Pacific Asset Management, LLC: AAPL position timeline

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

Pacific Asset Management, LLC held 9,005 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,005 shares
    Change vs previous 13F +559 shares

    1.28% of the 13F portfolio, value $2,605,761.

    13F-HR 0002085853-26-000872 filed by Pacific 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 8,446 shares
    Change vs previous 13F -41 shares

    1.2% of the 13F portfolio, value $2,143,542.

    13F-HR 0002085853-26-000547 filed by Pacific 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 8,487 shares
    Change vs previous 13F +52 shares

    1.39% of the 13F portfolio, value $2,307,221.

    13F-HR 0002085853-26-000133 filed by Pacific 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 8,435 shares
    Change vs previous 13F +2,289 shares

    1.46% of the 13F portfolio, value $2,147,872.

    13F-HR 0002085853-25-000106 filed by Pacific 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 6,146 shares
    Change vs previous 13F +26 shares

    1.01% of the 13F portfolio, value $1,260,942.

    13F-HR 0001667731-25-000775 filed by Pacific 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 6,120 shares
    Change vs previous 13F -63 shares

    1.22% of the 13F portfolio, value $1,359,504.

    13F-HR 0001667731-25-000538 filed by Pacific 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 6,183 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,548,377.

    13F-HR 0001667731-25-000206 filed by Pacific Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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