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Disclosery

Lutz Financial Services LLC: AAPL position timeline

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

Lutz Financial Services LLC held 6,200 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,200 shares
    Change vs previous 13F +148 shares

    0.11% of the 13F portfolio, value $1,794,032.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 6,052 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $1,535,937.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 6,044 shares
    Change vs previous 13F -1,034 shares

    0.11% of the 13F portfolio, value $1,643,122.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 7,078 shares
    Change vs previous 13F +426 shares

    0.13% of the 13F portfolio, value $1,802,271.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 6,652 shares
    Change vs previous 13F +95 shares

    0.11% of the 13F portfolio, value $1,364,791.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 6,557 shares
    Change vs previous 13F +406 shares

    0.12% of the 13F portfolio, value $1,456,506.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 6,151 shares
    Change vs previous 13F -235 shares

    0.12% of the 13F portfolio, value $1,540,333.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 6,386 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,487,938.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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