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Disclosery

Lynch Investment Planning, LLC: AAPL position timeline

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

Lynch Investment Planning, LLC held 7,728 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,728 shares
    Change vs previous 13F -997 shares

    1.72% of the 13F portfolio, value $2,236,275.

    13F-HR 0001754960-26-000556 filed by Lynch Investment 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 8,725 shares
    Change vs previous 13F +720 shares

    1.99% of the 13F portfolio, value $2,214,378.

    13F-HR 0001754960-26-000378 filed by Lynch Investment 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 8,005 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,176,234.

    13F-HR 0001754960-26-000191 filed by Lynch Investment Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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