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Disclosery

Carlson Capital Management: AAPL position timeline

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

Carlson Capital Management held 57,832 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 57,832 shares
    Change vs previous 13F +12,718 shares

    0.63% of the 13F portfolio, value $14,482,381.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 45,114 shares
    Change vs previous 13F +7,662 shares

    0.45% of the 13F portfolio, value $10,511,579.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 37,452 shares
    Change vs previous 13F -1,381 shares

    0.37% of the 13F portfolio, value $7,888,046.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 38,833 shares
    Change vs previous 13F -39,955 shares

    0.31% of the 13F portfolio, value $6,659,129.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 78,788 shares
    Change vs previous 13F +7,271 shares

    0.78% of the 13F portfolio, value $15,168,963.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 71,517 shares
    Change vs previous 13F +17,492 shares

    0.73% of the 13F portfolio, value $12,244,397.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 54,025 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $10,479,160.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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