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Retirement Planning Group, LLC: AAPL position timeline

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

Retirement Planning Group, LLC held 161,007 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,007 shares
    Change vs previous 13F -452 shares

    1.18% of the 13F portfolio, value $46,589,008.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, 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 161,459 shares
    Change vs previous 13F -18,964 shares

    1.27% of the 13F portfolio, value $40,976,692.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, 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 180,423 shares
    Change vs previous 13F -468 shares

    1.61% of the 13F portfolio, value $49,049,926.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, 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 180,891 shares
    Change vs previous 13F +55,801 shares

    1.6% of the 13F portfolio, value $46,060,192.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, 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 125,090 shares
    Change vs previous 13F +451 shares

    1.09% of the 13F portfolio, value $25,664,780.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, 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 124,639 shares
    Change vs previous 13F -72 shares

    1.3% of the 13F portfolio, value $27,686,105.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, 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 124,711 shares
    Change vs previous 13F +30 shares

    1.57% of the 13F portfolio, value $31,230,038.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, 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 124,681 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $29,037,621.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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