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My Personal CFO, LLC: AAPL position timeline

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

My Personal CFO, LLC held 40,697 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,697 shares
    Change vs previous 13F -2,524 shares

    4.6% of the 13F portfolio, value $11,776,129.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, 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 43,221 shares
    Change vs previous 13F -1,979 shares

    4.8% of the 13F portfolio, value $10,968,991.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, 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 45,200 shares
    Change vs previous 13F +39,690 shares

    5.13% of the 13F portfolio, value $12,288,024.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, 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 5,510 shares
    Change vs previous 13F -50,199 shares

    0.54% of the 13F portfolio, value $1,403,115.

    13F-HR 0001754960-25-000700 filed by My Personal CFO, 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 55,709 shares
    Change vs previous 13F +194 shares

    5.2% of the 13F portfolio, value $11,429,762.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, 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 55,515 shares
    Change vs previous 13F +30,672 shares

    6.21% of the 13F portfolio, value $12,331,466.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, 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 24,843 shares
    Change vs previous 13F +125 shares

    3.19% of the 13F portfolio, value $6,221,273.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, 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 24,718 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $5,759,182.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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