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Disclosery

CFC Planning Co LLC: AAPL position timeline

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

CFC Planning Co LLC held 58,176 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,176 shares
    Change vs previous 13F +6,839 shares

    9.95% of the 13F portfolio, value $16,834,283.

    13F-HR 0001854428-26-000004 filed by CFC Planning Co 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 51,337 shares
    Change vs previous 13F +8,413 shares

    9.4% of the 13F portfolio, value $13,029,109.

    13F-HR 0001854428-26-000003 filed by CFC Planning Co 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 42,924 shares
    Change vs previous 13F +4,089 shares

    8.98% of the 13F portfolio, value $11,669,773.

    13F-HR 0001854428-26-000002 filed by CFC Planning Co 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 38,835 shares
    Change vs previous 13F +7,940 shares

    8.31% of the 13F portfolio, value $9,888,850.

    13F-HR 0001854428-25-000003 filed by CFC Planning Co 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 30,895 shares
    Change vs previous 13F +3,915 shares

    6.12% of the 13F portfolio, value $6,338,879.

    13F-HR 0001085146-25-004863 filed by CFC Planning Co 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/A 26,980 shares
    Change vs previous 13F +2,203 shares

    6.55% of the 13F portfolio, value $5,993,141.

    13F-HR/A 0001085146-25-005755 filed by CFC Planning Co 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 24,777 shares
    Change vs previous 13F not available

    6.65% of the 13F portfolio, value $6,204,906.

    13F-HR 0001085146-25-000636 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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