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Generate Investment Management Ltd: AAPL position timeline

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

Generate Investment Management Ltd held 420,426 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420,426 shares
    Change vs previous 13F +11,383 shares

    5.01% of the 13F portfolio, value $121,654,467.

    13F-HR 0002025905-26-000004 filed by Generate Investment Management Ltd
    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 409,043 shares
    Change vs previous 13F +116,909 shares

    5.11% of the 13F portfolio, value $103,811,023.

    13F-HR 0002025905-26-000003 filed by Generate Investment Management Ltd
    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 292,134 shares
    Change vs previous 13F -79,146 shares

    3.62% of the 13F portfolio, value $79,419,549.

    13F-HR 0002025905-26-000001 filed by Generate Investment Management Ltd
    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 371,280 shares
    Change vs previous 13F +186,623 shares

    4.8% of the 13F portfolio, value $94,539,026.

    13F-HR 0002025905-25-000012 filed by Generate Investment Management Ltd
    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 184,657 shares
    Change vs previous 13F +2,497 shares

    2.1% of the 13F portfolio, value $37,886,077.

    13F-HR 0002025905-25-000004 filed by Generate Investment Management Ltd
    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 182,160 shares
    Change vs previous 13F +5,618 shares

    2.84% of the 13F portfolio, value $40,463,201.

    13F-HR 0002025905-25-000003 filed by Generate Investment Management Ltd
    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 176,542 shares
    Change vs previous 13F -88,052 shares

    3.09% of the 13F portfolio, value $44,209,648.

    13F-HR 0002025905-25-000001 filed by Generate Investment Management Ltd
    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 264,594 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $61,623,942.

    13F-HR 0002025905-24-000005 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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