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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 29,050 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,050 shares
    Change vs previous 13F +2,521 shares

    4.34% of the 13F portfolio, value $8,406,063.

    13F-HR 0001420506-26-002238 filed by CAPITAL & PLANNING, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 26,529 shares
    Change vs previous 13F +25,729 shares

    4.08% of the 13F portfolio, value $6,732,734.

    13F-HR 0001986152-26-000089 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 ended2025-12-31
    13F 800 shares
    Change vs previous 13F -24,882 shares

    1.01% of the 13F portfolio, value $217,488.

    13F-HR 0001420506-26-000360 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 ended2025-09-30
    13F 25,682 shares
    Change vs previous 13F +1,576 shares

    4.04% of the 13F portfolio, value $6,539,497.

    13F-HR 0001420506-25-002971 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 ended2025-06-30
    13F 24,106 shares
    Change vs previous 13F +1,236 shares

    3.36% of the 13F portfolio, value $4,945,869.

    13F-HR 0001420506-25-002155 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 ended2025-03-31
    13F 22,870 shares
    Change vs previous 13F +1,104 shares

    3.77% of the 13F portfolio, value $5,080,088.

    13F-HR 0001420506-25-001307 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 ended2024-12-31
    13F 21,766 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $5,450,806.

    13F-HR 0001986152-25-000011 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).