Skip to content
Disclosery

Donalies Financial Planning, LLC: AAPL position timeline

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

Donalies Financial Planning, LLC held 15,451 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,451 shares
    Change vs previous 13F -545 shares

    3.3% of the 13F portfolio, value $4,470,978.

    13F-HR 0002111587-26-000003 filed by Donalies Financial 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 15,996 shares
    Change vs previous 13F -207 shares

    3.46% of the 13F portfolio, value $4,059,738.

    13F-HR 0002111587-26-000002 filed by Donalies 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 ended2025-12-31
    13F 16,203 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $4,404,838.

    13F-HR 0002111587-26-000001 filed by Donalies Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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