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Smith Group Asset Management, LLC: AAPL position timeline

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

Smith Group Asset Management, LLC held 318,351 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,351 shares
    Change vs previous 13F +6,828 shares

    3.75% of the 13F portfolio, value $92,118,045.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset Management, 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 311,523 shares
    Change vs previous 13F +14,556 shares

    4.03% of the 13F portfolio, value $79,061,422.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset Management, 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 296,967 shares
    Change vs previous 13F +21,424 shares

    4.28% of the 13F portfolio, value $80,733,449.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset Management, 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 275,543 shares
    Change vs previous 13F +16,235 shares

    4.03% of the 13F portfolio, value $70,161,514.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset Management, 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 259,308 shares
    Change vs previous 13F +4,299 shares

    3.49% of the 13F portfolio, value $53,202,222.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset Management, 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 255,009 shares
    Change vs previous 13F +5,129 shares

    4.25% of the 13F portfolio, value $56,645,149.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset Management, 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 249,880 shares
    Change vs previous 13F +1,384 shares

    4.61% of the 13F portfolio, value $62,574,950.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset Management, 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 248,496 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $57,899,568.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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