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Sunbeam Capital Management, LLC: AAPL position timeline

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

Sunbeam Capital Management, LLC held 42,173 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,173 shares
    Change vs previous 13F +3,914 shares

    5.58% of the 13F portfolio, value $12,203,250.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital 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 38,259 shares
    Change vs previous 13F +1,938 shares

    5.56% of the 13F portfolio, value $9,709,702.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital 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 36,321 shares
    Change vs previous 13F -442 shares

    5.85% of the 13F portfolio, value $9,874,303.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital 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 36,763 shares
    Change vs previous 13F +11,380 shares

    5.82% of the 13F portfolio, value $9,361,078.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital 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 25,383 shares
    Change vs previous 13F +4,781 shares

    3.95% of the 13F portfolio, value $5,207,886.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital 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 20,602 shares
    Change vs previous 13F +72 shares

    4.36% of the 13F portfolio, value $4,576,384.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital 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/A 20,530 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $5,141,005.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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