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Disclosery

S&CO INC: AAPL position timeline

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

S&CO INC held 220,707 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,707 shares
    Change vs previous 13F -11,650 shares

    3.69% of the 13F portfolio, value $63,863,000.

    13F-HR 0001082461-26-000003 filed by S&CO INC
    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 232,357 shares
    Change vs previous 13F -592 shares

    3.66% of the 13F portfolio, value $58,969,000.

    13F-HR 0001082461-26-000002 filed by S&CO INC
    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 232,949 shares
    Change vs previous 13F -160 shares

    3.93% of the 13F portfolio, value $63,329,000.

    13F-HR 0001082461-26-000001 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 233,109 shares
    Change vs previous 13F -17,960 shares

    3.63% of the 13F portfolio, value $59,356,000.

    13F-HR 0001082461-25-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 251,069 shares
    Change vs previous 13F +6,566 shares

    3.3% of the 13F portfolio, value $51,511,000.

    13F-HR 0001082461-25-000003 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 244,503 shares
    Change vs previous 13F -28,580 shares

    3.64% of the 13F portfolio, value $54,311,000.

    13F-HR 0001082461-25-000002 filed by S&CO INC
    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 273,083 shares
    Change vs previous 13F -18,656 shares

    4.64% of the 13F portfolio, value $68,385,000.

    13F-HR 0001082461-25-000001 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 291,739 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $67,975,000.

    13F-HR 0001082461-24-000005 filed by S&CO INC
    Filed (acceptance time not in the bulk data set), ingested

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