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Disclosery

Regis Management CO LLC: AAPL position timeline

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

Regis Management CO LLC held 26,902 AAPL shares at 2024-06-30 per its 13F-HR filed 2024-08-06.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 26,902 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $5,666,000.

    13F-HR 0001352776-24-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 26,902 shares
    Change vs previous 13F +6,136 shares

    1.4% of the 13F portfolio, value $4,613,000.

    13F-HR 0001352776-24-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 20,766 shares
    Change vs previous 13F -15 shares

    1.32% of the 13F portfolio, value $3,998,000.

    13F-HR 0001352776-24-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 20,781 shares
    Change vs previous 13F -9 shares

    1.22% of the 13F portfolio, value $3,558,000.

    13F-HR 0001352776-23-000004 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 20,790 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $4,033,000.

    13F-HR 0001352776-23-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 20,790 shares
    Change vs previous 13F -1,491 shares

    1.16% of the 13F portfolio, value $3,428,000.

    13F-HR 0001352776-23-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 22,281 shares
    Change vs previous 13F +1,403 shares

    0.67% of the 13F portfolio, value $2,895,000.

    13F-HR 0001352776-23-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 20,878 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,885,000.

    13F-HR 0001352776-22-000005 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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