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Generation Capital Management LLC: AAPL position timeline

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

Generation Capital Management LLC held 24,146 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,146 shares
    Change vs previous 13F -378 shares

    4.29% of the 13F portfolio, value $6,986,887.

    13F-HR 0001214659-26-010030 filed by Generation Capital 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 24,524 shares
    Change vs previous 13F -123 shares

    4.55% of the 13F portfolio, value $6,223,946.

    13F-HR 0001214659-26-005813 filed by Generation Capital 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 24,647 shares
    Change vs previous 13F +217 shares

    4.35% of the 13F portfolio, value $6,700,533.

    13F-HR 0001214659-26-001664 filed by Generation Capital 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 24,430 shares
    Change vs previous 13F +300 shares

    4.5% of the 13F portfolio, value $6,220,611.

    13F-HR 0001214659-25-016064 filed by Generation Capital 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 24,130 shares
    Change vs previous 13F -90 shares

    3.92% of the 13F portfolio, value $4,950,752.

    13F-HR 0001214659-25-011913 filed by Generation Capital 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 24,220 shares
    Change vs previous 13F +315 shares

    4.84% of the 13F portfolio, value $5,379,989.

    13F-HR 0001214659-25-007236 filed by Generation Capital 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 23,905 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $5,986,290.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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