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Prosperity Planning, Inc.: AAPL position timeline

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

Prosperity Planning, Inc. held 11,740 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,740 shares
    Change vs previous 13F +83 shares

    0.87% of the 13F portfolio, value $3,909,594.

    13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,657 shares
    Change vs previous 13F +987 shares

    0.77% of the 13F portfolio, value $3,372,976.

    13F-HR 0001843292-26-000004 filed by Prosperity Planning, Inc.
    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 10,670 shares
    Change vs previous 13F +336 shares

    0.69% of the 13F portfolio, value $2,707,939.

    13F-HR 0001843292-26-000002 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,334 shares
    Change vs previous 13F -15 shares

    0.73% of the 13F portfolio, value $2,809,401.

    13F-HR 0001843292-26-000001 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,349 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $2,635,166.

    13F-HR 0001085146-25-005863 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,349 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $2,123,304.

    13F-HR 0001085146-25-003753 filed by Prosperity Planning, Inc.
    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 10,349 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,298,823.

    13F-HR 0001085146-25-002051 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,349 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,591,597.

    13F-HR 0001085146-25-000300 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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