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Disclosery

Summit Asset Management, LLC: AAPL position timeline

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

Summit Asset Management, LLC held 44,030 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 44,030 shares
    Change vs previous 13F +235 shares

    1.63% of the 13F portfolio, value $12,740,394.

    13F-HR 0001398344-26-013632 filed by Summit 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 43,795 shares
    Change vs previous 13F +1,161 shares

    1.55% of the 13F portfolio, value $11,114,808.

    13F-HR 0001398344-26-008718 filed by Summit 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 42,634 shares
    Change vs previous 13F -1,352 shares

    1.64% of the 13F portfolio, value $11,590,531.

    13F-HR 0001398344-26-002477 filed by Summit 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 43,986 shares
    Change vs previous 13F -858 shares

    1.72% of the 13F portfolio, value $11,200,054.

    13F-HR 0001398344-25-020413 filed by Summit 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 44,844 shares
    Change vs previous 13F +52 shares

    1.5% of the 13F portfolio, value $9,200,570.

    13F-HR 0001398344-25-014658 filed by Summit 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 44,792 shares
    Change vs previous 13F +1,041 shares

    1.72% of the 13F portfolio, value $9,949,652.

    13F-HR 0001398344-25-008723 filed by Summit 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 43,751 shares
    Change vs previous 13F -201 shares

    1.92% of the 13F portfolio, value $10,956,211.

    13F-HR 0001398344-25-001793 filed by Summit 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 43,952 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $10,240,812.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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