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CYPRESS FINANCIAL PLANNING LLC: AAPL position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 9,705 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,705 shares
    Change vs previous 13F -819 shares

    0.87% of the 13F portfolio, value $3,232,111.

    13F-HR 0001085146-26-000855 filed by CYPRESS FINANCIAL PLANNING LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,524 shares
    Change vs previous 13F -655 shares

    0.75% of the 13F portfolio, value $3,045,226.

    13F-HR 0001937021-26-000003 filed by CYPRESS FINANCIAL 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 ended2026-03-31
    13F 11,179 shares
    Change vs previous 13F +226 shares

    0.79% of the 13F portfolio, value $2,836,999.

    13F-HR 0001937021-26-000002 filed by CYPRESS FINANCIAL 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 ended2025-12-31
    13F 10,953 shares
    Change vs previous 13F +2,095 shares

    0.84% of the 13F portfolio, value $2,988,466.

    13F-HR 0001937021-26-000001 filed by CYPRESS FINANCIAL 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 ended2025-09-30
    13F 8,858 shares
    Change vs previous 13F +32 shares

    0.69% of the 13F portfolio, value $2,255,608.

    13F-HR 0001085146-25-005871 filed by CYPRESS FINANCIAL 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 ended2025-06-30
    13F 8,826 shares
    Change vs previous 13F +30 shares

    0.59% of the 13F portfolio, value $1,810,800.

    13F-HR 0001085146-25-003735 filed by CYPRESS FINANCIAL 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 ended2025-03-31
    13F 8,796 shares
    Change vs previous 13F -309 shares

    0.7% of the 13F portfolio, value $1,953,930.

    13F-HR 0001085146-25-001975 filed by CYPRESS FINANCIAL PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,105 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,280,048.

    13F-HR 0001085146-25-000153 filed by CYPRESS FINANCIAL PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

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