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Summit Financial Strategies, Inc.: AAPL position timeline

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

Summit Financial Strategies, Inc. held 69,651 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 69,651 shares
    Change vs previous 13F +200 shares

    1.61% of the 13F portfolio, value $23,195,093.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,451 shares
    Change vs previous 13F -673 shares

    1.41% of the 13F portfolio, value $20,096,269.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    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 70,124 shares
    Change vs previous 13F +1,212 shares

    1.4% of the 13F portfolio, value $17,796,707.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 68,912 shares
    Change vs previous 13F +536 shares

    1.54% of the 13F portfolio, value $18,734,326.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 68,376 shares
    Change vs previous 13F -1,091 shares

    1.49% of the 13F portfolio, value $17,410,559.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 69,467 shares
    Change vs previous 13F -196 shares

    1.32% of the 13F portfolio, value $14,252,527.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 69,663 shares
    Change vs previous 13F -146 shares

    1.56% of the 13F portfolio, value $15,474,315.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 69,809 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $17,481,585.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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