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Sowell Financial Services LLC: AAPL position timeline

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

Sowell Financial Services LLC held 420,714 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420,714 shares
    Change vs previous 13F -5,667 shares

    3.98% of the 13F portfolio, value $121,737,736.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 426,381 shares
    Change vs previous 13F -1,264 shares

    4% of the 13F portfolio, value $108,211,142.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 427,645 shares
    Change vs previous 13F +25,181 shares

    4.27% of the 13F portfolio, value $116,259,557.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 402,464 shares
    Change vs previous 13F -1,171 shares

    3.93% of the 13F portfolio, value $102,479,440.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 403,635 shares
    Change vs previous 13F +3,892 shares

    3.37% of the 13F portfolio, value $82,813,711.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 399,743 shares
    Change vs previous 13F +2,247 shares

    4.04% of the 13F portfolio, value $88,794,914.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 397,496 shares
    Change vs previous 13F -5,143 shares

    5.23% of the 13F portfolio, value $99,540,881.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 402,639 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $93,815,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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