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Disclosery

Peak Planning Group, LLC: AAPL position timeline

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

Peak Planning Group, LLC held 81,639 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,639 shares
    Change vs previous 13F -1,463 shares

    5.33% of the 13F portfolio, value $23,622,924.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 83,102 shares
    Change vs previous 13F -4,129 shares

    5.85% of the 13F portfolio, value $21,090,467.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 87,231 shares
    Change vs previous 13F +13,868 shares

    6.65% of the 13F portfolio, value $23,714,494.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 73,363 shares
    Change vs previous 13F -1,240 shares

    9.73% of the 13F portfolio, value $18,680,404.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 74,603 shares
    Change vs previous 13F -20,507 shares

    9.79% of the 13F portfolio, value $15,306,240.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, 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 95,110 shares
    Change vs previous 13F -1,797 shares

    8.88% of the 13F portfolio, value $21,126,720.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, 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 96,907 shares
    Change vs previous 13F -1,825 shares

    10.11% of the 13F portfolio, value $24,270,695.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, 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 98,732 shares
    Change vs previous 13F not available

    10.09% of the 13F portfolio, value $23,021,534.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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