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PDS Planning, Inc: AAPL position timeline

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

PDS Planning, Inc held 136,287 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 136,287 shares
    Change vs previous 13F +2,198 shares

    2.28% of the 13F portfolio, value $39,435,873.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 134,089 shares
    Change vs previous 13F +3,481 shares

    2.24% of the 13F portfolio, value $34,030,448.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 130,608 shares
    Change vs previous 13F +6,914 shares

    2.37% of the 13F portfolio, value $35,506,998.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 123,694 shares
    Change vs previous 13F +2,193 shares

    2.18% of the 13F portfolio, value $31,496,082.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 121,501 shares
    Change vs previous 13F +13,850 shares

    1.86% of the 13F portfolio, value $24,928,335.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 107,651 shares
    Change vs previous 13F +7,004 shares

    2.02% of the 13F portfolio, value $23,912,495.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 100,647 shares
    Change vs previous 13F +1,045 shares

    2.24% of the 13F portfolio, value $25,203,983.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 99,602 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $23,207,259.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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