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Disclosery

Briaud Financial Planning Inc: AAPL position timeline

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

Briaud Financial Planning Inc held 11,605 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,605 shares
    Change vs previous 13F +1,844 shares

    0.88% of the 13F portfolio, value $3,358,017.

    13F-HR 0001951757-26-001091 filed by Briaud Financial 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 9,761 shares
    Change vs previous 13F -478 shares

    0.65% of the 13F portfolio, value $2,477,298.

    13F-HR 0001951757-26-000584 filed by Briaud Financial 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 10,239 shares
    Change vs previous 13F +325 shares

    0.69% of the 13F portfolio, value $2,783,632.

    13F-HR 0001951757-26-000324 filed by Briaud Financial 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 9,914 shares
    Change vs previous 13F -532 shares

    0.82% of the 13F portfolio, value $2,524,456.

    13F-HR 0001951757-25-001455 filed by Briaud Financial 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 10,446 shares
    Change vs previous 13F +80 shares

    0.85% of the 13F portfolio, value $2,143,000.

    13F-HR 0001908380-25-000002 filed by Briaud Financial 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 10,366 shares
    Change vs previous 13F +45 shares

    0.91% of the 13F portfolio, value $2,302,000.

    13F-HR 0001842974-25-000013 filed by Briaud Financial 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 10,321 shares
    Change vs previous 13F +3,865 shares

    1.05% of the 13F portfolio, value $2,584,000.

    13F-HR 0001800586-25-000001 filed by Briaud Financial Planning Inc
    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 6,456 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,504,000.

    13F-HR 0001906937-24-000002 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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