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Ridgeline Wealth Planning, LLC: AAPL position timeline

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

Ridgeline Wealth Planning, LLC held 3,736 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,736 shares
    Change vs previous 13F -120 shares

    0.69% of the 13F portfolio, value $1,081,126.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 3,856 shares
    Change vs previous 13F +963 shares

    0.71% of the 13F portfolio, value $978,670.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 2,893 shares
    Change vs previous 13F +420 shares

    0.56% of the 13F portfolio, value $786,536.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 2,473 shares
    Change vs previous 13F +313 shares

    0.47% of the 13F portfolio, value $629,730.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 2,160 shares
    Change vs previous 13F +331 shares

    0.36% of the 13F portfolio, value $443,180.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 1,829 shares
    Change vs previous 13F +822 shares

    0.4% of the 13F portfolio, value $406,276.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 1,007 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $252,173.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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