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SHEPHERD KAPLAN KROCHUK, LLC: AAPL position timeline

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

SHEPHERD KAPLAN KROCHUK, LLC held 30,419 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,419 shares
    Change vs previous 13F +3 shares

    6.99% of the 13F portfolio, value $8,801,912.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 30,416 shares
    Change vs previous 13F +24 shares

    6.49% of the 13F portfolio, value $7,719,338.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 30,392 shares
    Change vs previous 13F +25 shares

    6.82% of the 13F portfolio, value $8,262,334.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 30,367 shares
    Change vs previous 13F +44 shares

    6.35% of the 13F portfolio, value $7,732,471.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 30,323 shares
    Change vs previous 13F +3 shares

    5.41% of the 13F portfolio, value $6,221,373.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 30,320 shares
    Change vs previous 13F -237 shares

    5.77% of the 13F portfolio, value $6,735,053.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, 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 30,557 shares
    Change vs previous 13F -16,000 shares

    6.4% of the 13F portfolio, value $7,652,078.

    13F-HR 0000919574-25-001155 filed by SHEPHERD KAPLAN KROCHUK, 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 46,557 shares
    Change vs previous 13F not available

    8.18% of the 13F portfolio, value $10,847,673.

    13F-HR 0000919574-24-006588 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

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