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Smith Asset Management Co., LLC: AAPL position timeline

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

Smith Asset Management Co., LLC held 13,293 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,293 shares
    Change vs previous 13F +628 shares

    3.03% of the 13F portfolio, value $3,846,549.

    13F-HR 0001172661-26-002606 filed by Smith Asset Management Co., 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 12,665 shares
    Change vs previous 13F +1,127 shares

    2.76% of the 13F portfolio, value $3,214,428.

    13F-HR 0001172661-26-001992 filed by Smith Asset Management Co., 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 11,538 shares
    Change vs previous 13F +1,607 shares

    2.59% of the 13F portfolio, value $3,136,913.

    13F-HR 0001172661-26-001310 filed by Smith Asset Management Co., 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 9,931 shares
    Change vs previous 13F +416 shares

    2.17% of the 13F portfolio, value $2,544,187.

    13F-HR 0001172661-25-004559 filed by Smith Asset Management Co., 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 9,515 shares
    Change vs previous 13F +2,272 shares

    1.69% of the 13F portfolio, value $1,952,328.

    13F-HR 0001172661-25-004549 filed by Smith Asset Management Co., 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 7,243 shares
    Change vs previous 13F +1,672 shares

    1.52% of the 13F portfolio, value $1,609,010.

    13F-HR 0001172661-25-002417 filed by Smith Asset Management Co., 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 5,571 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,395,164.

    13F-HR 0001172661-25-002624 filed by Smith Asset Management Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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