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Summit Global Investments: AAPL position timeline

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

Summit Global Investments held 81,878 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,878 shares
    Change vs previous 13F -24,766 shares

    1.29% of the 13F portfolio, value $23,692,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 106,644 shares
    Change vs previous 13F +157 shares

    1.6% of the 13F portfolio, value $27,065,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 106,487 shares
    Change vs previous 13F +11,805 shares

    1.71% of the 13F portfolio, value $28,950,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 94,682 shares
    Change vs previous 13F -277 shares

    1.41% of the 13F portfolio, value $24,109,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 94,959 shares
    Change vs previous 13F +52,615 shares

    1.15% of the 13F portfolio, value $19,483,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 42,344 shares
    Change vs previous 13F -25,251 shares

    0.68% of the 13F portfolio, value $9,406,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 67,595 shares
    Change vs previous 13F -13,719 shares

    1.06% of the 13F portfolio, value $16,927,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 81,314 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $18,946,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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