Hoxton Planning & Management, LLC: AAPL position timeline

Hoxton Planning & Management, LLC held 27,405 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 27,405 shares

   Change vs previous 13F +103 shares

   2.07% of the 13F portfolio, value $7,930,036.

   13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 27,302 shares

   Change vs previous 13F -246 shares

   2.08% of the 13F portfolio, value $6,928,997.

   13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 27,548 shares

   Change vs previous 13F +620 shares

   2.24% of the 13F portfolio, value $7,489,124.

   13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 26,928 shares

   Change vs previous 13F +74 shares

   2.21% of the 13F portfolio, value $6,856,769.

   13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 26,854 shares

   Change vs previous 13F -651 shares

   1.9% of the 13F portfolio, value $5,509,623.

   13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 27,505 shares

   Change vs previous 13F -398 shares

   2.33% of the 13F portfolio, value $6,109,791.

   13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 27,903 shares

   Change vs previous 13F +242 shares

   2.67% of the 13F portfolio, value $6,987,489.

   13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
   Filed 2025-09-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

8. period ended2024-09-30

   13F 27,661 shares

   Change vs previous 13F not available

   2.5% of the 13F portfolio, value $6,444,935.

   13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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