Momentum Wealth Planning, LLC: AAPL position timeline

Momentum Wealth Planning, LLC held 7,759 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 7,759 shares

   Change vs previous 13F +4,698 shares

   1.68% of the 13F portfolio, value $2,245,222.

   13F-HR 0001765380-26-000284 filed by Momentum Wealth Planning, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,061 shares

   Change vs previous 13F -13,382 shares

   0.7% of the 13F portfolio, value $776,905.

   13F-HR 0001765380-26-000179 filed by Momentum Wealth Planning, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,443 shares

   Change vs previous 13F +13,724 shares

   3.49% of the 13F portfolio, value $4,470,194.

   13F-HR 0001765380-26-000044 filed by Momentum Wealth Planning, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,719 shares

   Change vs previous 13F -371 shares

   0.54% of the 13F portfolio, value $692,339.

   13F-HR 0001765380-25-000471 filed by Momentum Wealth Planning, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,090 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $633,975.

   13F-HR 0001765380-25-000428 filed by Momentum Wealth Planning, LLC
   Filed 2025-09-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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