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Lakeshore Financial Planning, Inc.: AAPL position timeline

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

Lakeshore Financial Planning, Inc. held 37,433 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,433 shares
    Change vs previous 13F -104 shares

    3.87% of the 13F portfolio, value $12,465,807.

    13F-HR 0001172661-26-004495 filed by Lakeshore Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,537 shares
    Change vs previous 13F -600 shares

    3.5% of the 13F portfolio, value $10,862,828.

    13F-HR 0001172661-26-002586 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,137 shares
    Change vs previous 13F -82 shares

    3.51% of the 13F portfolio, value $9,679,572.

    13F-HR 0001172661-26-001621 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,219 shares
    Change vs previous 13F -426 shares

    3.71% of the 13F portfolio, value $10,389,992.

    13F-HR 0001172661-26-000989 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,645 shares
    Change vs previous 13F -454 shares

    3.65% of the 13F portfolio, value $9,841,246.

    13F-HR 0001172661-25-004916 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,099 shares
    Change vs previous 13F +589 shares

    3.22% of the 13F portfolio, value $8,021,717.

    13F-HR 0001172661-25-002569 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,510 shares
    Change vs previous 13F +5,505 shares

    3.56% of the 13F portfolio, value $8,554,900.

    13F-HR 0001172661-25-002098 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,005 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $8,265,912.

    13F-HR 0001172661-25-000644 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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