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Disclosery

Planned Solutions, Inc.: AAPL position timeline

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

Planned Solutions, Inc. held 20,289 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,289 shares
    Change vs previous 13F +528 shares

    1.69% of the 13F portfolio, value $5,870,713.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, 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 19,761 shares
    Change vs previous 13F -2,445 shares

    1.66% of the 13F portfolio, value $5,015,184.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, 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 22,206 shares
    Change vs previous 13F +2,488 shares

    1.95% of the 13F portfolio, value $6,036,833.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, 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 19,718 shares
    Change vs previous 13F +932 shares

    1.74% of the 13F portfolio, value $5,020,671.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, 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 18,786 shares
    Change vs previous 13F +6,538 shares

    1.48% of the 13F portfolio, value $3,854,306.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, 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 12,248 shares
    Change vs previous 13F -5,652 shares

    1.12% of the 13F portfolio, value $2,720,705.

    13F-HR 0001831332-25-000003 filed by Planned Solutions, 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 17,900 shares
    Change vs previous 13F -2,242 shares

    1.83% of the 13F portfolio, value $4,482,574.

    13F-HR 0001831332-25-000002 filed by Planned Solutions, 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 20,142 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,693,086.

    13F-HR 0001831332-24-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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