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Compound Planning, Inc.: AAPL position timeline

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

Compound Planning, Inc. held 503,054 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 503,054 shares
    Change vs previous 13F +34,703 shares

    3.81% of the 13F portfolio, value $145,563,602.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 468,351 shares
    Change vs previous 13F -1,402 shares

    3.67% of the 13F portfolio, value $118,862,920.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 469,753 shares
    Change vs previous 13F +82,743 shares

    3.78% of the 13F portfolio, value $127,707,072.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 387,010 shares
    Change vs previous 13F +24,265 shares

    3.19% of the 13F portfolio, value $98,544,277.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 362,745 shares
    Change vs previous 13F +26,208 shares

    2.81% of the 13F portfolio, value $74,424,350.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 336,537 shares
    Change vs previous 13F +12,532 shares

    3.41% of the 13F portfolio, value $74,754,824.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 324,005 shares
    Change vs previous 13F +57,741 shares

    4.1% of the 13F portfolio, value $81,137,411.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 266,264 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $62,039,431.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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