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Disclosery

Asset Planning,Inc: AAPL position timeline

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

Asset Planning,Inc held 30,667 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,667 shares
    Change vs previous 13F -336 shares

    5.75% of the 13F portfolio, value $8,873,734.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 31,003 shares
    Change vs previous 13F -20 shares

    5.59% of the 13F portfolio, value $7,868,153.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 31,023 shares
    Change vs previous 13F -361 shares

    5.93% of the 13F portfolio, value $8,433,795.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 31,384 shares
    Change vs previous 13F +23 shares

    5.78% of the 13F portfolio, value $7,991,241.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 31,361 shares
    Change vs previous 13F -809 shares

    4.85% of the 13F portfolio, value $6,434,377.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 32,170 shares
    Change vs previous 13F -157 shares

    5.61% of the 13F portfolio, value $7,145,975.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 32,327 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $8,095,318.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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