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Disclosery

Capital Planning LLC: AAPL position timeline

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

Capital Planning LLC held 21,919 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,919 shares
    Change vs previous 13F +59 shares

    1.94% of the 13F portfolio, value $7,299,391.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,860 shares
    Change vs previous 13F +83 shares

    1.84% of the 13F portfolio, value $6,325,399.

    13F-HR 0001790688-26-000004 filed by Capital 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 ended2026-03-31
    13F 21,777 shares
    Change vs previous 13F -219 shares

    1.8% of the 13F portfolio, value $5,526,821.

    13F-HR 0001790688-26-000002 filed by Capital 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 ended2025-12-31
    13F 21,996 shares
    Change vs previous 13F -135 shares

    1.67% of the 13F portfolio, value $5,961,177.

    13F-HR 0001790688-26-000001 filed by Capital 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 ended2025-09-30
    13F 22,131 shares
    Change vs previous 13F -299 shares

    1.64% of the 13F portfolio, value $5,635,266.

    13F-HR 0001790688-25-000008 filed by Capital 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 ended2025-06-30
    13F 22,430 shares
    Change vs previous 13F -3,841 shares

    1.45% of the 13F portfolio, value $4,601,903.

    13F-HR 0001790688-25-000006 filed by Capital 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 ended2025-03-31
    13F 26,271 shares
    Change vs previous 13F -1,027 shares

    1.63% of the 13F portfolio, value $5,835,599.

    13F-HR 0001790688-25-000005 filed by Capital 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 ended2024-12-31
    13F 27,298 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $6,835,853.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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