SIERRA SUMMIT ADVISORS LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIERRA SUMMIT ADVISORS LLC on AAPL, newest first. How the timeline and the estimate are built.
SIERRA SUMMIT ADVISORS LLC held 106,629 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 106,629 sharesChange vs previous 13F -4,931 shares
3.45% of the 13F portfolio, value $30,854,042.
13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 111,560 sharesChange vs previous 13F +13,479 shares
4.11% of the 13F portfolio, value $28,312,702.
13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 98,081 sharesChange vs previous 13F -9,935 shares
4.09% of the 13F portfolio, value $26,664,183.
13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 108,016 sharesChange vs previous 13F -4,626 shares
4.19% of the 13F portfolio, value $27,504,159.
13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 112,642 sharesChange vs previous 13F +1,333 shares
4.11% of the 13F portfolio, value $23,110,782.
13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 111,309 sharesChange vs previous 13F +2,694 shares
5.36% of the 13F portfolio, value $24,724,972.
13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 108,615 sharesChange vs previous 13F -5,205 shares
5.46% of the 13F portfolio, value $27,199,369.
13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 113,820 sharesChange vs previous 13F not available
6.1% of the 13F portfolio, value $26,520,060.
13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).