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Disclosery

Summit Financial, LLC: AAPL position timeline

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

Summit Financial, LLC held 680,491 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 680,491 shares
    Change vs previous 13F +20,474 shares

    2.16% of the 13F portfolio, value $196,906,849.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 660,017 shares
    Change vs previous 13F +128,039 shares

    2.13% of the 13F portfolio, value $167,505,664.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 531,978 shares
    Change vs previous 13F -11,798 shares

    2.12% of the 13F portfolio, value $144,623,639.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 543,776 shares
    Change vs previous 13F +36,271 shares

    2.11% of the 13F portfolio, value $138,461,578.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 507,505 shares
    Change vs previous 13F +138,851 shares

    2.35% of the 13F portfolio, value $104,124,886.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 368,654 shares
    Change vs previous 13F +82,246 shares

    2.29% of the 13F portfolio, value $81,889,173.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 286,408 shares
    Change vs previous 13F +31,008 shares

    2.51% of the 13F portfolio, value $71,722,187.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 255,400 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $59,508,261.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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