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Next Level Wealth Planning, LLC: AAPL position timeline

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

Next Level Wealth Planning, LLC held 9,829 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,829 shares
    Change vs previous 13F +214 shares

    1.25% of the 13F portfolio, value $2,843,990.

    13F-HR 0002085853-26-000911 filed by Next Level Wealth 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 9,615 shares
    Change vs previous 13F +312 shares

    1.25% of the 13F portfolio, value $2,440,124.

    13F-HR 0002085853-26-000441 filed by Next Level Wealth 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 9,303 shares
    Change vs previous 13F -18 shares

    1.35% of the 13F portfolio, value $2,529,058.

    13F-HR 0002085853-26-000086 filed by Next Level Wealth Planning, 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 9,321 shares
    Change vs previous 13F +595 shares

    1.34% of the 13F portfolio, value $2,373,622.

    13F-HR 0002085853-25-000192 filed by Next Level Wealth Planning, 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 8,726 shares
    Change vs previous 13F +229 shares

    1.15% of the 13F portfolio, value $1,790,414.

    13F-HR 0001667731-25-000923 filed by Next Level Wealth Planning, 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 8,497 shares
    Change vs previous 13F -100 shares

    1.43% of the 13F portfolio, value $1,887,455.

    13F-HR 0001667731-25-000596 filed by Next Level Wealth Planning, 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 8,597 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,153,013.

    13F-HR 0001667731-25-000183 filed by Next Level Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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