Skip to content
Disclosery

Planning Center, Inc.: AAPL position timeline

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

Planning Center, Inc. held 31,138 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,138 shares
    Change vs previous 13F -757 shares

    0.85% of the 13F portfolio, value $9,010,235.

    13F-HR 0001910966-26-000005 filed by Planning Center, 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 31,895 shares
    Change vs previous 13F -1,903 shares

    0.82% of the 13F portfolio, value $8,094,682.

    13F-HR 0001910966-26-000003 filed by Planning Center, 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 33,798 shares
    Change vs previous 13F -429 shares

    0.94% of the 13F portfolio, value $9,188,363.

    13F-HR 0001910966-26-000001 filed by Planning Center, 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 34,227 shares
    Change vs previous 13F -389 shares

    0.91% of the 13F portfolio, value $8,715,210.

    13F-HR 0001910966-25-000008 filed by Planning Center, 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 34,616 shares
    Change vs previous 13F -6,857 shares

    0.79% of the 13F portfolio, value $7,102,142.

    13F-HR 0001910966-25-000007 filed by Planning Center, 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 41,473 shares
    Change vs previous 13F -252 shares

    1.09% of the 13F portfolio, value $9,212,459.

    13F-HR 0001910966-25-000003 filed by Planning Center, 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 41,725 shares
    Change vs previous 13F +5,916 shares

    1.33% of the 13F portfolio, value $10,448,786.

    13F-HR 0001910966-25-000001 filed by Planning Center, 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 35,809 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,343,610.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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