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Disclosery

Rockbridge Asset Management LLC: AAPL position timeline

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

Rockbridge Asset Management LLC held 33,578 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,578 shares
    Change vs previous 13F -210 shares

    6.37% of the 13F portfolio, value $9,716,130.

    13F-HR 0002056320-26-000008 filed by Rockbridge 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 33,788 shares
    Change vs previous 13F -2,387 shares

    5.78% of the 13F portfolio, value $8,575,057.

    13F-HR 0002056320-26-000006 filed by Rockbridge 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 36,175 shares
    Change vs previous 13F -536 shares

    5.96% of the 13F portfolio, value $9,834,535.

    13F-HR 0002056320-26-000003 filed by Rockbridge 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 36,711 shares
    Change vs previous 13F -1,720 shares

    5.52% of the 13F portfolio, value $9,347,722.

    13F-HR 0002056320-25-000009 filed by Rockbridge 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 38,431 shares
    Change vs previous 13F -136 shares

    4.49% of the 13F portfolio, value $7,884,888.

    13F-HR 0002056320-25-000005 filed by Rockbridge 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 38,567 shares
    Change vs previous 13F -4,329 shares

    5.24% of the 13F portfolio, value $8,566,888.

    13F-HR 0002056320-25-000003 filed by Rockbridge 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 42,896 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $10,742,016.

    13F-HR 0002056320-25-000001 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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