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Disclosery

Summa Corp.: AAPL position timeline

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

Summa Corp. held 12,060 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,060 shares
    Change vs previous 13F -482 shares

    1.1% of the 13F portfolio, value $3,489,682.

    13F-HR 0001214659-26-009701 filed by Summa Corp.
    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 12,542 shares
    Change vs previous 13F -207 shares

    1.32% of the 13F portfolio, value $3,183,034.

    13F-HR 0001214659-26-005326 filed by Summa Corp.
    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 12,749 shares
    Change vs previous 13F -1 shares

    1.49% of the 13F portfolio, value $3,465,943.

    13F-HR 0001214659-26-000679 filed by Summa Corp.
    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 12,750 shares
    Change vs previous 13F -3,902 shares

    1.43% of the 13F portfolio, value $3,246,533.

    13F-HR 0001214659-25-015365 filed by Summa Corp.
    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 16,652 shares
    Change vs previous 13F +6,372 shares

    1.78% of the 13F portfolio, value $3,416,491.

    13F-HR 0001214659-25-010906 filed by Summa Corp.
    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 10,280 shares
    Change vs previous 13F -1,211 shares

    1.32% of the 13F portfolio, value $2,283,497.

    13F-HR 0001214659-25-006133 filed by Summa Corp.
    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 11,491 shares
    Change vs previous 13F +14 shares

    1.41% of the 13F portfolio, value $2,877,577.

    13F-HR 0001214659-25-001191 filed by Summa Corp.
    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 11,477 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,674,141.

    13F-HR 0001214659-24-017623 filed by Summa Corp.
    Filed (acceptance time not in the bulk data set), ingested

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