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Disclosery

Axim Planning & Wealth: AAPL position timeline

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

Axim Planning & Wealth held 1,760 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,760 shares
    Change vs previous 13F -49 shares

    0.72% of the 13F portfolio, value $509,274.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    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 1,809 shares
    Change vs previous 13F -527 shares

    0.56% of the 13F portfolio, value $459,106.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 2,336 shares
    Change vs previous 13F +2,336 shares

    0.68% of the 13F portfolio, value $635,065.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,000 shares

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 1,000 shares
    Change vs previous 13F -87 shares

    0.27% of the 13F portfolio, value $250,420.

    13F-HR 0001941040-25-000120 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,087 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $253,271.

    13F-HR 0001941040-24-000468 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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