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Disclosery

Cornerstone Planning, LLC: AAPL position timeline

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

Cornerstone Planning, LLC held 10,726 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,726 shares
    Change vs previous 13F -24,781 shares

    0.72% of the 13F portfolio, value $3,103,819.

    13F-HR 0002063364-26-000234 filed by Cornerstone Planning, 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 35,507 shares
    Change vs previous 13F -431 shares

    2.04% of the 13F portfolio, value $9,015,933.

    13F-HR 0002063364-26-000151 filed by Cornerstone 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 35,938 shares
    Change vs previous 13F +15,727 shares

    2.27% of the 13F portfolio, value $9,764,908.

    13F-HR 0002063364-26-000084 filed by Cornerstone 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 ended2024-12-31
    13F 20,211 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $5,061,239.

    13F-HR 0001802105-25-000003 filed by Cornerstone Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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