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Disclosery

US Asset Management LLC: AAPL position timeline

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

US Asset Management LLC held 36,364 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,364 shares
    Change vs previous 13F -375 shares

    8.01% of the 13F portfolio, value $10,522,287.

    13F-HR 0001882673-26-000005 filed by US 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 36,739 shares
    Change vs previous 13F -177 shares

    8.08% of the 13F portfolio, value $9,323,991.

    13F-HR 0001882673-26-000004 filed by US 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 36,916 shares
    Change vs previous 13F -342 shares

    8.19% of the 13F portfolio, value $10,035,984.

    13F-HR 0001882673-26-000002 filed by US 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 37,258 shares
    Change vs previous 13F -370 shares

    7.79% of the 13F portfolio, value $9,487,005.

    13F-HR 0001882673-25-000008 filed by US 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 37,628 shares
    Change vs previous 13F -59 shares

    6.69% of the 13F portfolio, value $7,720,137.

    13F-HR 0001882673-25-000006 filed by US 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 37,687 shares
    Change vs previous 13F -130 shares

    7.99% of the 13F portfolio, value $8,371,000.

    13F-HR 0001882673-25-000004 filed by US 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 37,817 shares
    Change vs previous 13F -1,244 shares

    8.5% of the 13F portfolio, value $9,470,000.

    13F-HR 0001882673-25-000002 filed by US 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 39,061 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $8,793,000.

    13F-HR 0001882673-24-000011 filed by US Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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