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Sage Mountain Advisors LLC: AAPL position timeline

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

Sage Mountain Advisors LLC held 37,830 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,830 shares
    Change vs previous 13F +4,968 shares

    0.67% of the 13F portfolio, value $10,946,405.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 32,862 shares
    Change vs previous 13F -117,132 shares

    0.58% of the 13F portfolio, value $8,339,974.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 149,994 shares
    Change vs previous 13F -3,049 shares

    2.16% of the 13F portfolio, value $40,777,374.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 153,043 shares
    Change vs previous 13F +15,843 shares

    2.23% of the 13F portfolio, value $38,969,376.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 137,200 shares
    Change vs previous 13F +10,720 shares

    1.83% of the 13F portfolio, value $28,149,281.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 126,480 shares
    Change vs previous 13F -833 shares

    2.07% of the 13F portfolio, value $28,094,965.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 127,313 shares
    Change vs previous 13F +15,224 shares

    2.33% of the 13F portfolio, value $31,881,679.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors LLC
    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 112,089 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $26,116,853.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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