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Laurel Wealth Planning LLC: AAPL position timeline

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

Laurel Wealth Planning LLC held 4,442 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,442 shares
    Change vs previous 13F -754 shares

    0.57% of the 13F portfolio, value $1,285,338.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning LLC
    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 5,196 shares
    Change vs previous 13F +1,497 shares

    0.7% of the 13F portfolio, value $1,318,693.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning LLC
    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 3,699 shares
    Change vs previous 13F +1,314 shares

    0.56% of the 13F portfolio, value $1,005,611.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning LLC
    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 2,385 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $607,293.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
    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 2,485 shares
    Change vs previous 13F -28 shares

    0.29% of the 13F portfolio, value $509,848.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning LLC
    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 2,513 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $558,213.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
    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 2,513 shares
    Change vs previous 13F -168 shares

    0.41% of the 13F portfolio, value $629,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
    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 2,681 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $625,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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