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Disclosery

Cornerstone Planning Group LLC: AAPL position timeline

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

Cornerstone Planning Group LLC held 29,132 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,132 shares
    Change vs previous 13F -390 shares

    1.2% of the 13F portfolio, value $9,493,836.

    13F-HR 0001822587-26-000003 filed by Cornerstone Planning Group 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 29,522 shares
    Change vs previous 13F +2,285 shares

    1.12% of the 13F portfolio, value $8,389,427.

    13F-HR 0001822587-26-000002 filed by Cornerstone Planning Group 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 27,237 shares
    Change vs previous 13F -5,785 shares

    1.09% of the 13F portfolio, value $6,984,705.

    13F-HR 0001822587-26-000001 filed by Cornerstone Planning Group 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 33,022 shares
    Change vs previous 13F +3,550 shares

    1.44% of the 13F portfolio, value $8,962,102.

    13F-HR 0001822587-25-000005 filed by Cornerstone Planning Group 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 29,472 shares
    Change vs previous 13F -132 shares

    1.22% of the 13F portfolio, value $5,980,554.

    13F-HR 0001822587-25-000004 filed by Cornerstone Planning Group 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 29,604 shares
    Change vs previous 13F +2,269 shares

    1.45% of the 13F portfolio, value $6,056,940.

    13F-HR 0001822587-25-000002 filed by Cornerstone Planning Group 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 27,335 shares
    Change vs previous 13F +8,108 shares

    1.54% of the 13F portfolio, value $6,283,278.

    13F-HR 0001822587-25-000001 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,227 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,492,799.

    13F-HR 0001822587-24-000005 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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