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Disclosery

OLIO Financial Planning: AAPL position timeline

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

OLIO Financial Planning held 10,420 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,420 shares
    Change vs previous 13F -768 shares

    0.75% of the 13F portfolio, value $3,015,024.

    13F-HR 0001906766-26-000003 filed by OLIO Financial 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 11,188 shares
    Change vs previous 13F +821 shares

    0.79% of the 13F portfolio, value $2,839,437.

    13F-HR 0001906766-26-000002 filed by OLIO Financial 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 10,367 shares
    Change vs previous 13F +2,087 shares

    0.79% of the 13F portfolio, value $2,818,370.

    13F-HR 0001906766-26-000001 filed by OLIO Financial 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 8,280 shares
    Change vs previous 13F -94 shares

    0.62% of the 13F portfolio, value $2,108,307.

    13F-HR 0001906766-25-000002 filed by OLIO Financial 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 8,374 shares
    Change vs previous 13F -189 shares

    0.54% of the 13F portfolio, value $1,718,050.

    13F-HR 0001085146-25-003673 filed by OLIO Financial 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 8,563 shares
    Change vs previous 13F +78 shares

    0.66% of the 13F portfolio, value $1,902,019.

    13F-HR 0001085146-25-002064 filed by OLIO Financial 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 8,485 shares
    Change vs previous 13F -2,066 shares

    0.75% of the 13F portfolio, value $2,124,771.

    13F-HR 0001085146-25-000386 filed by OLIO Financial 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 10,551 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,042,516.

    13F-HR 0001085146-24-004925 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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