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BWM Planning, LLC: AAPL position timeline

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

BWM Planning, LLC held 50,515 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,515 shares
    Change vs previous 13F +1,508 shares

    3.39% of the 13F portfolio, value $14,617,025.

    13F-HR 0001754960-26-000620 filed by BWM Planning, LLC
    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 49,007 shares
    Change vs previous 13F -565 shares

    3.28% of the 13F portfolio, value $12,437,467.

    13F-HR 0001754960-26-000306 filed by BWM Planning, LLC
    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 49,572 shares
    Change vs previous 13F +480 shares

    3.6% of the 13F portfolio, value $13,476,481.

    13F-HR 0001754960-26-000044 filed by BWM Planning, LLC
    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 49,092 shares
    Change vs previous 13F +432 shares

    3.72% of the 13F portfolio, value $12,500,266.

    13F-HR 0001754960-25-000742 filed by BWM Planning, LLC
    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 48,660 shares
    Change vs previous 13F +2,570 shares

    3.44% of the 13F portfolio, value $9,983,423.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    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 46,090 shares
    Change vs previous 13F -597 shares

    4.33% of the 13F portfolio, value $10,237,883.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    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 46,687 shares
    Change vs previous 13F -247 shares

    5.09% of the 13F portfolio, value $11,691,367.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    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 46,934 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $10,935,629.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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