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Successful Portfolios LLC: AAPL position timeline

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

Successful Portfolios LLC held 19,823 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,823 shares
    Change vs previous 13F +41 shares

    3.04% of the 13F portfolio, value $6,599,653.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,782 shares
    Change vs previous 13F -146 shares

    2.92% of the 13F portfolio, value $6,246,697.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,928 shares
    Change vs previous 13F -324 shares

    2.75% of the 13F portfolio, value $4,984,948.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,252 shares
    Change vs previous 13F +926 shares

    2.68% of the 13F portfolio, value $5,252,813.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,326 shares
    Change vs previous 13F -1,057 shares

    2.87% of the 13F portfolio, value $4,920,968.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,383 shares
    Change vs previous 13F -46 shares

    2.57% of the 13F portfolio, value $4,181,937.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,429 shares
    Change vs previous 13F -230 shares

    3.09% of the 13F portfolio, value $4,538,000.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,659 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $5,173,337.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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