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Sulzberger Capital Advisors, Inc.: AAPL position timeline

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

Sulzberger Capital Advisors, Inc. held 5,407 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,407 shares
    Change vs previous 13F -99 shares

    1.53% of the 13F portfolio, value $1,564,464.

    13F-HR 0001172661-26-002666 filed by Sulzberger Capital Advisors, Inc.
    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 5,506 shares
    Change vs previous 13F -85 shares

    1.43% of the 13F portfolio, value $1,397,476.

    13F-HR 0001172661-26-001442 filed by Sulzberger Capital Advisors, Inc.
    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 5,591 shares
    Change vs previous 13F -1,590 shares

    1.54% of the 13F portfolio, value $1,520,027.

    13F-HR 0001172661-26-000025 filed by Sulzberger Capital Advisors, Inc.
    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 7,181 shares
    Change vs previous 13F -3 shares

    2.04% of the 13F portfolio, value $1,828,498.

    13F-HR 0001172661-25-005219 filed by Sulzberger Capital Advisors, Inc.
    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 7,184 shares
    Change vs previous 13F -1,800 shares

    1.72% of the 13F portfolio, value $1,473,941.

    13F-HR 0001172661-25-002902 filed by Sulzberger Capital Advisors, Inc.
    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 8,984 shares
    Change vs previous 13F -4,850 shares

    2.62% of the 13F portfolio, value $1,995,616.

    13F-HR 0001172661-25-001486 filed by Sulzberger Capital Advisors, Inc.
    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 13,834 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $3,464,310.

    13F-HR 0001172661-25-001242 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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