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Disclosery

Plancorp, LLC: AAPL position timeline

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

Plancorp, LLC held 113,711 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,711 shares
    Change vs previous 13F -4,450 shares

    0.88% of the 13F portfolio, value $36,081,751.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 118,161 shares
    Change vs previous 13F +1,797 shares

    0.88% of the 13F portfolio, value $30,778,479.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 116,364 shares
    Change vs previous 13F -2,777 shares

    0.96% of the 13F portfolio, value $31,634,644.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 119,141 shares
    Change vs previous 13F -6,562 shares

    0.95% of the 13F portfolio, value $30,336,907.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 125,703 shares
    Change vs previous 13F +4,942 shares

    0.89% of the 13F portfolio, value $25,790,400.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 120,761 shares
    Change vs previous 13F +5,436 shares

    1.06% of the 13F portfolio, value $26,824,662.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 115,325 shares
    Change vs previous 13F +3,128 shares

    1.19% of the 13F portfolio, value $28,879,703.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 112,197 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $26,141,929.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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