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MPS Loria Financial Planners, LLC: AAPL position timeline

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

MPS Loria Financial Planners, LLC held 272,901 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 272,901 shares
    Change vs previous 13F -3,896 shares

    17.24% of the 13F portfolio, value $90,881,420.

    13F-HR 0001172661-26-004527 filed by MPS Loria Financial Planners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 276,797 shares
    Change vs previous 13F -3,011 shares

    18.41% of the 13F portfolio, value $80,093,902.

    13F-HR 0001172661-26-002945 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 279,808 shares
    Change vs previous 13F -2,177 shares

    18.74% of the 13F portfolio, value $71,012,350.

    13F-HR 0001172661-26-001631 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 281,985 shares
    Change vs previous 13F -331 shares

    19.7% of the 13F portfolio, value $76,660,465.

    13F-HR 0001172661-26-000445 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 282,316 shares
    Change vs previous 13F -2,097 shares

    19.1% of the 13F portfolio, value $71,886,196.

    13F-HR 0001172661-25-004315 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 284,413 shares
    Change vs previous 13F -19,513 shares

    17.17% of the 13F portfolio, value $58,353,094.

    13F-HR 0001172661-25-002763 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 303,926 shares
    Change vs previous 13F +81 shares

    20.02% of the 13F portfolio, value $67,511,091.

    13F-HR 0001172661-25-001531 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 303,845 shares
    Change vs previous 13F not available

    22.53% of the 13F portfolio, value $76,088,909.

    13F-HR 0001172661-25-000187 filed by MPS Loria Financial Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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