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RETIREMENT PLANNING GROUP, LLC / NY: AAPL position timeline

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

RETIREMENT PLANNING GROUP, LLC / NY held 21,675 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,675 shares
    Change vs previous 13F +1,110 shares

    3.42% of the 13F portfolio, value $6,271,814.

    13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 20,565 shares
    Change vs previous 13F +98 shares

    3.36% of the 13F portfolio, value $5,219,230.

    13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 20,467 shares
    Change vs previous 13F +9,098 shares

    3.8% of the 13F portfolio, value $5,564,293.

    13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 11,369 shares
    Change vs previous 13F +1,127 shares

    2.17% of the 13F portfolio, value $2,894,866.

    13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 10,242 shares
    Change vs previous 13F +190 shares

    1.85% of the 13F portfolio, value $2,101,385.

    13F-HR 0001951757-25-000963 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 10,052 shares
    Change vs previous 13F +640 shares

    2.27% of the 13F portfolio, value $2,232,955.

    13F-HR 0001951757-25-000395 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 9,412 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $2,356,892.

    13F-HR 0001951757-25-000272 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

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