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Disclosery

Plan Group Financial, LLC: AAPL position timeline

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

Plan Group Financial, LLC held 26,338 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,338 shares
    Change vs previous 13F -283 shares

    1.58% of the 13F portfolio, value $7,621,093.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 26,621 shares
    Change vs previous 13F +69 shares

    1.59% of the 13F portfolio, value $6,756,136.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 26,552 shares
    Change vs previous 13F +890 shares

    1.87% of the 13F portfolio, value $7,218,398.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 25,662 shares
    Change vs previous 13F +9,089 shares

    1.75% of the 13F portfolio, value $6,534,255.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 16,573 shares
    Change vs previous 13F +2,745 shares

    1.12% of the 13F portfolio, value $3,400,260.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 13,828 shares
    Change vs previous 13F +6,353 shares

    1.1% of the 13F portfolio, value $3,071,524.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 7,475 shares
    Change vs previous 13F -154 shares

    0.99% of the 13F portfolio, value $1,871,891.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 7,629 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,777,451.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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