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Disclosery

Falcon Wealth Planning: AAPL position timeline

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

Falcon Wealth Planning held 280,453 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,453 shares
    Change vs previous 13F -1,707 shares

    5.13% of the 13F portfolio, value $81,151,927.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 282,160 shares
    Change vs previous 13F +6,006 shares

    4.88% of the 13F portfolio, value $71,609,356.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 276,154 shares
    Change vs previous 13F +2,225 shares

    6.32% of the 13F portfolio, value $75,075,165.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 273,929 shares
    Change vs previous 13F +3,714 shares

    6.27% of the 13F portfolio, value $69,750,442.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 270,215 shares
    Change vs previous 13F -2,570 shares

    5.6% of the 13F portfolio, value $55,439,914.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 272,785 shares
    Change vs previous 13F +34,959 shares

    6.73% of the 13F portfolio, value $60,593,745.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 237,826 shares
    Change vs previous 13F -31,611 shares

    6.64% of the 13F portfolio, value $59,556,364.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 269,437 shares
    Change vs previous 13F not available

    7.37% of the 13F portfolio, value $62,778,908.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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