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ASSET PLANNING CORPORATION: AAPL position timeline

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

ASSET PLANNING CORPORATION held 6,458 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,458 shares
    Change vs previous 13F +400 shares

    0.78% of the 13F portfolio, value $1,644,303.

    13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,058 shares
    Change vs previous 13F +1 shares

    0.66% of the 13F portfolio, value $1,242,818.

    13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,057 shares
    Change vs previous 13F -292 shares

    0.79% of the 13F portfolio, value $1,345,525.

    13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,349 shares
    Change vs previous 13F +200 shares

    1% of the 13F portfolio, value $1,589,983.

    13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,149 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,432,753.

    13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,149 shares
    Change vs previous 13F -2,569 shares

    0.97% of the 13F portfolio, value $1,295,111.

    13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 8,718 shares
    Change vs previous 13F +2,583 shares

    1.09% of the 13F portfolio, value $1,494,970.

    13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 6,135 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,181,189.

    13F-HR 0001951757-24-000072 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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