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Disclosery

Meredith Wealth Planning: AAPL position timeline

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

Meredith Wealth Planning held 7,181 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,181 shares
    Change vs previous 13F +283 shares

    0.49% of the 13F portfolio, value $2,077,865.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 6,898 shares
    Change vs previous 13F -2,585 shares

    0.47% of the 13F portfolio, value $1,750,613.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 9,483 shares
    Change vs previous 13F -808 shares

    0.77% of the 13F portfolio, value $2,577,990.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 10,291 shares
    Change vs previous 13F +503 shares

    0.83% of the 13F portfolio, value $2,620,385.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 9,788 shares
    Change vs previous 13F +31 shares

    0.73% of the 13F portfolio, value $2,008,223.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 9,757 shares
    Change vs previous 13F -312 shares

    0.96% of the 13F portfolio, value $2,167,215.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 10,069 shares
    Change vs previous 13F +886 shares

    1.12% of the 13F portfolio, value $2,521,441.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 9,183 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,139,582.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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