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Disclosery

Plan A Wealth LLC: AAPL position timeline

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

Plan A Wealth LLC held 53,356 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,356 shares
    Change vs previous 13F +42,941 shares

    6.34% of the 13F portfolio, value $17,768,666.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,415 shares
    Change vs previous 13F +157 shares

    1.28% of the 13F portfolio, value $3,013,762.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,258 shares
    Change vs previous 13F +200 shares

    1.25% of the 13F portfolio, value $2,603,333.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,058 shares
    Change vs previous 13F +110 shares

    1.34% of the 13F portfolio, value $2,734,463.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,948 shares
    Change vs previous 13F +253 shares

    1.29% of the 13F portfolio, value $2,533,029.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,695 shares
    Change vs previous 13F +3,193 shares

    1.13% of the 13F portfolio, value $1,989,191.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,502 shares
    Change vs previous 13F +1,884 shares

    1.12% of the 13F portfolio, value $1,444,301.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,618 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,156,393.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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