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Financial Life Planners: AAPL position timeline

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

Financial Life Planners held 24,068 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,068 shares
    Change vs previous 13F -488 shares

    4.48% of the 13F portfolio, value $6,964,303.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 24,556 shares
    Change vs previous 13F -320 shares

    4.78% of the 13F portfolio, value $6,232,118.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 24,876 shares
    Change vs previous 13F +48 shares

    4.85% of the 13F portfolio, value $6,762,928.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 24,828 shares
    Change vs previous 13F -1,243 shares

    4.25% of the 13F portfolio, value $6,322,059.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 26,071 shares
    Change vs previous 13F -3,903 shares

    4.35% of the 13F portfolio, value $5,348,929.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 29,974 shares
    Change vs previous 13F +1,184 shares

    6.48% of the 13F portfolio, value $6,658,171.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 28,790 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $7,211,174.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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