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Disclosery

Sara-Bay Financial: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sara-Bay Financial on AAPL, newest first. How the timeline and the estimate are built.

Sara-Bay Financial held 18,026 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,026 shares
    Change vs previous 13F -182 shares

    1.39% of the 13F portfolio, value $5,216,102.

    13F-HR 0001816444-26-000003 filed by Sara-Bay Financial
    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 18,208 shares
    Change vs previous 13F -434 shares

    1.39% of the 13F portfolio, value $4,621,061.

    13F-HR 0001816444-26-000002 filed by Sara-Bay Financial
    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 18,642 shares
    Change vs previous 13F -607 shares

    1.52% of the 13F portfolio, value $5,090,776.

    13F-HR 0001816444-26-000001 filed by Sara-Bay Financial
    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 19,249 shares
    Change vs previous 13F -49 shares

    1.37% of the 13F portfolio, value $4,901,356.

    13F-HR 0001816444-25-000006 filed by Sara-Bay Financial
    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 19,298 shares
    Change vs previous 13F -551 shares

    1.42% of the 13F portfolio, value $3,959,323.

    13F-HR 0001816444-25-000003 filed by Sara-Bay Financial
    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 19,849 shares
    Change vs previous 13F -702 shares

    1.91% of the 13F portfolio, value $4,325,008.

    13F-HR 0001816444-25-000002 filed by Sara-Bay Financial
    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 20,551 shares
    Change vs previous 13F +132 shares

    1.92% of the 13F portfolio, value $5,183,060.

    13F-HR 0001816444-25-000001 filed by Sara-Bay Financial
    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 20,419 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $4,757,663.

    13F-HR 0001816444-24-000004 filed by Sara-Bay Financial
    Filed (acceptance time not in the bulk data set), ingested

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