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Capital Planning Advisors, LLC: AAPL position timeline

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

Capital Planning Advisors, LLC held 88,021 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 88,021 shares
    Change vs previous 13F -3,249 shares

    3.23% of the 13F portfolio, value $22,338,781.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 91,270 shares
    Change vs previous 13F +2,861 shares

    3.32% of the 13F portfolio, value $24,812,588.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 88,409 shares
    Change vs previous 13F -3,956 shares

    3.09% of the 13F portfolio, value $22,511,514.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 92,365 shares
    Change vs previous 13F -4,667 shares

    2.78% of the 13F portfolio, value $18,950,472.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 97,032 shares
    Change vs previous 13F -2,371 shares

    3.33% of the 13F portfolio, value $21,553,803.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 99,403 shares
    Change vs previous 13F -547 shares

    3.84% of the 13F portfolio, value $24,892,589.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 99,950 shares
    Change vs previous 13F +4,436 shares

    3.52% of the 13F portfolio, value $23,288,271.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 95,514 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $20,117,109.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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