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Disclosery

SWP FINANCIAL LLC: AAPL position timeline

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

SWP FINANCIAL LLC held 36,072 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,072 shares
    Change vs previous 13F +563 shares

    4.83% of the 13F portfolio, value $10,437,772.

    13F-HR 0001951757-26-001063 filed by SWP 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 35,509 shares
    Change vs previous 13F -3,348 shares

    4.6% of the 13F portfolio, value $9,011,886.

    13F-HR 0001951757-26-000639 filed by SWP 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 38,857 shares
    Change vs previous 13F -46 shares

    5.3% of the 13F portfolio, value $10,563,569.

    13F-HR 0001951757-26-000174 filed by SWP 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 38,903 shares
    Change vs previous 13F -2,307 shares

    5.04% of the 13F portfolio, value $9,905,979.

    13F-HR 0001951757-25-001269 filed by SWP 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 41,210 shares
    Change vs previous 13F +11 shares

    4.64% of the 13F portfolio, value $8,454,987.

    13F-HR 0001951757-25-000894 filed by SWP 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 41,199 shares
    Change vs previous 13F -381 shares

    5.59% of the 13F portfolio, value $9,151,636.

    13F-HR 0001951757-25-000494 filed by SWP 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 41,580 shares
    Change vs previous 13F -575 shares

    6.28% of the 13F portfolio, value $10,412,356.

    13F-HR 0001951757-25-000091 filed by SWP 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 42,155 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $9,822,138.

    13F-HR 0001951757-24-001109 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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