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McAlister, Sweet & Associates, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAlister, Sweet & Associates, Inc. on AAPL, newest first. How the timeline and the estimate are built.

McAlister, Sweet & Associates, Inc. held 36,715 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,715 shares
    Change vs previous 13F -225 shares

    7.73% of the 13F portfolio, value $12,226,886.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,940 shares
    Change vs previous 13F +78 shares

    5.71% of the 13F portfolio, value $10,688,888.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,862 shares
    Change vs previous 13F +902 shares

    5.83% of the 13F portfolio, value $9,355,128.

    13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,960 shares
    Change vs previous 13F -2,964 shares

    7.42% of the 13F portfolio, value $9,776,152.

    13F-HR 0001214659-26-000032 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,924 shares
    Change vs previous 13F +797 shares

    6.54% of the 13F portfolio, value $9,911,167.

    13F-HR 0001214659-25-014482 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 38,127 shares
    Change vs previous 13F +8,094 shares

    6.94% of the 13F portfolio, value $7,822,589.

    13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,033 shares
    Change vs previous 13F -837 shares

    5.05% of the 13F portfolio, value $6,671,309.

    13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,870 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $7,730,554.

    13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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