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Disclosery

Essential Planning, LLC.: AAPL position timeline

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

Essential Planning, LLC. held 6,790 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,790 shares
    Change vs previous 13F -120 shares

    0.56% of the 13F portfolio, value $1,964,852.

    13F-HR 0001949824-26-000004 filed by Essential 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 6,910 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,753,697.

    13F-HR 0001949824-26-000002 filed by Essential 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 6,910 shares
    Change vs previous 13F +9 shares

    0.6% of the 13F portfolio, value $1,878,474.

    13F-HR 0001949824-26-000001 filed by Essential 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 ended2025-09-30
    13F 6,901 shares
    Change vs previous 13F -101 shares

    0.6% of the 13F portfolio, value $1,757,301.

    13F-HR 0001949824-25-000003 filed by Essential 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 ended2025-06-30
    13F 7,002 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,436,651.

    13F-HR 0001085146-25-005237 filed by Essential 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 ended2025-03-31
    13F 7,002 shares
    Change vs previous 13F -256,267 shares

    0.63% of the 13F portfolio, value $1,555,372.

    13F-HR 0001085146-25-002778 filed by Essential 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 ended2024-12-31
    13F 263,269 shares
    Change vs previous 13F +255,245 shares

    0.4% of the 13F portfolio, value $62,089,113.

    13F-HR 0001085146-25-000922 filed by Essential 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 ended2024-09-30
    13F 8,024 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,869,545.

    13F-HR 0001085146-24-005421 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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