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Ruggaard & Associates LLC: AAPL position timeline

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

Ruggaard & Associates LLC held 25,759 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,759 shares
    Change vs previous 13F -1,237 shares

    2.67% of the 13F portfolio, value $7,453,591.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 26,996 shares
    Change vs previous 13F -30 shares

    2.71% of the 13F portfolio, value $6,851,359.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 27,026 shares
    Change vs previous 13F -5,225 shares

    2.89% of the 13F portfolio, value $7,347,408.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 32,251 shares
    Change vs previous 13F +2,200 shares

    3.07% of the 13F portfolio, value $8,211,996.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 30,051 shares
    Change vs previous 13F +7 shares

    2.48% of the 13F portfolio, value $6,165,527.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 30,044 shares
    Change vs previous 13F -965 shares

    2.92% of the 13F portfolio, value $6,673,645.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 31,009 shares
    Change vs previous 13F -1,961 shares

    3.41% of the 13F portfolio, value $7,765,285.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 32,970 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $7,682,053.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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