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SIMON QUICK ADVISORS, LLC: AAPL position timeline

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

SIMON QUICK ADVISORS, LLC held 265,628 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,628 shares
    Change vs previous 13F -12,226 shares

    3.1% of the 13F portfolio, value $76,862,040.

    13F-HR 0001692038-26-000006 filed by SIMON QUICK 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 277,854 shares
    Change vs previous 13F -9,028 shares

    3.23% of the 13F portfolio, value $70,516,630.

    13F-HR 0001692038-26-000003 filed by SIMON QUICK 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 286,882 shares
    Change vs previous 13F +17,200 shares

    3.4% of the 13F portfolio, value $77,991,618.

    13F-HR 0001692038-26-000001 filed by SIMON QUICK 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 269,682 shares
    Change vs previous 13F -2,868 shares

    3.11% of the 13F portfolio, value $68,669,128.

    13F-HR 0001692038-25-000013 filed by SIMON QUICK 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/A 272,550 shares
    Change vs previous 13F -66,794 shares

    2.83% of the 13F portfolio, value $55,919,018.

    13F-HR/A 0001692038-25-000012 filed by SIMON QUICK 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 339,344 shares
    Change vs previous 13F +48,058 shares

    4.29% of the 13F portfolio, value $75,378,547.

    13F-HR 0001692038-25-000007 filed by SIMON QUICK 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 291,286 shares
    Change vs previous 13F -2,388 shares

    4.37% of the 13F portfolio, value $72,943,772.

    13F-HR 0001692038-25-000001 filed by SIMON QUICK 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 293,674 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $68,426,012.

    13F-HR 0001692038-24-000008 filed by SIMON QUICK ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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