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Disclosery

SP Asset Management LLC: AAPL position timeline

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

SP Asset Management LLC held 223,941 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,941 shares
    Change vs previous 13F +653 shares

    5.2% of the 13F portfolio, value $64,799,551.

    13F-HR 0001962086-26-000005 filed by SP 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 223,288 shares
    Change vs previous 13F +1,815 shares

    5% of the 13F portfolio, value $56,668,226.

    13F-HR 0001962086-26-000004 filed by SP 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 221,473 shares
    Change vs previous 13F -1,174 shares

    4.76% of the 13F portfolio, value $60,209,735.

    13F-HR 0001962086-26-000001 filed by SP 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 222,647 shares
    Change vs previous 13F -14,705 shares

    4.5% of the 13F portfolio, value $56,692,671.

    13F-HR 0001962086-25-000007 filed by SP 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 237,352 shares
    Change vs previous 13F +50,983 shares

    4.02% of the 13F portfolio, value $48,697,518.

    13F-HR 0001962086-25-000004 filed by SP 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 186,369 shares
    Change vs previous 13F -2,215 shares

    3.65% of the 13F portfolio, value $41,398,247.

    13F-HR 0001962086-25-000003 filed by SP 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 188,584 shares
    Change vs previous 13F -2,850 shares

    3.96% of the 13F portfolio, value $47,225,100.

    13F-HR 0001962086-25-000001 filed by SP 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 191,434 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $44,604,171.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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