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Disclosery

SUMMITRY LLC: AAPL position timeline

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

SUMMITRY LLC held 205,044 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,044 shares
    Change vs previous 13F +25,522 shares

    1.95% of the 13F portfolio, value $59,331,483.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 179,522 shares
    Change vs previous 13F +89,725 shares

    1.61% of the 13F portfolio, value $45,560,929.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 89,797 shares
    Change vs previous 13F -48,403 shares

    1.02% of the 13F portfolio, value $24,412,101.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 138,200 shares
    Change vs previous 13F +97,526 shares

    1.49% of the 13F portfolio, value $35,189,847.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 40,674 shares
    Change vs previous 13F +518 shares

    0.38% of the 13F portfolio, value $8,345,160.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 40,156 shares
    Change vs previous 13F +18,461 shares

    0.45% of the 13F portfolio, value $8,919,853.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 21,695 shares
    Change vs previous 13F -2,220 shares

    0.27% of the 13F portfolio, value $5,432,862.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 23,915 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,572,192.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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