JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: AAPL position timeline

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 8,921 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 8,921 shares

   Change vs previous 13F +2,139 shares

   2.13% of the 13F portfolio, value $2,971,208.

   13F-HR 0001172661-26-004460 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Accepted 2026-10-09 14:49:04 UTC, ingested 2026-10-09 14:50:03 UTC

2. period ended2026-06-30

   13F 6,782 shares

   Change vs previous 13F +1,450 shares

   1.53% of the 13F portfolio, value $1,962,588.

   13F-HR 0001172661-26-002778 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-07-24 (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).

3. period ended2026-03-31

   13F 5,332 shares

   Change vs previous 13F -11,980 shares

   1.19% of the 13F portfolio, value $1,353,427.

   13F-HR 0001172661-26-002057 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-05-15 (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).

4. period ended2025-12-31

   13F 17,312 shares

   Change vs previous 13F not available

   0.97% of the 13F portfolio, value $4,706,728.

   13F-HR 0001172661-26-001571 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-04-29 (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).