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SWP Investment Management LLC: AAPL position timeline

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

SWP Investment Management LLC held 21,036 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,036 shares
    Change vs previous 13F +780 shares

    4.2% of the 13F portfolio, value $6,086,977.

    13F-HR 0002098300-26-000008 filed by SWP Investment 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 20,256 shares
    Change vs previous 13F +390 shares

    3.84% of the 13F portfolio, value $5,140,770.

    13F-HR 0002098300-26-000005 filed by SWP Investment 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 19,866 shares
    Change vs previous 13F +758 shares

    3.92% of the 13F portfolio, value $5,400,771.

    13F-HR 0002098300-26-000004 filed by SWP Investment 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 19,108 shares
    Change vs previous 13F +1,683 shares

    4.78% of the 13F portfolio, value $4,865,470.

    13F-HR 0002098300-26-000003 filed by SWP Investment 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 17,425 shares
    Change vs previous 13F +4,399 shares

    4.23% of the 13F portfolio, value $3,575,087.

    13F-HR 0002098300-26-000007 filed by SWP Investment 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 13,026 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $2,893,465.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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