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Sullivan Wood Capital Management LLC: AAPL position timeline

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

Sullivan Wood Capital Management LLC held 4,518 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,518 shares
    Change vs previous 13F 0 shares

    2.31% of the 13F portfolio, value $1,504,584.

    13F-HR 0002077718-26-000004 filed by Sullivan Wood Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,518 shares
    Change vs previous 13F -1,040 shares

    1.79% of the 13F portfolio, value $1,307,328.

    13F-HR 0002077718-26-000003 filed by Sullivan Wood Capital 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 ended2026-03-31
    13F 5,558 shares
    Change vs previous 13F -300 shares

    2.47% of the 13F portfolio, value $1,410,565.

    13F-HR 0002077718-26-000002 filed by Sullivan Wood Capital 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 ended2025-12-31
    13F 5,858 shares
    Change vs previous 13F +1,000 shares

    2.4% of the 13F portfolio, value $1,592,556.

    13F-HR 0002077718-26-000001 filed by Sullivan Wood Capital 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 ended2025-09-30
    13F 4,858 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $1,236,993.

    13F-HR 0002077718-25-000002 filed by Sullivan Wood Capital 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 ended2025-06-30
    13F 4,858 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $996,716.

    13F-HR 0002077718-25-000001 filed by Sullivan Wood Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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