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Disclosery

Sequent Planning LLC: AAPL position timeline

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

Sequent Planning LLC held 10,634 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,634 shares
    Change vs previous 13F +318 shares

    0.66% of the 13F portfolio, value $3,076,918.

    13F-HR 0002085853-26-001012 filed by Sequent 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 10,316 shares
    Change vs previous 13F -257 shares

    0.63% of the 13F portfolio, value $2,618,116.

    13F-HR 0002085853-26-000438 filed by Sequent 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 10,573 shares
    Change vs previous 13F -278 shares

    0.73% of the 13F portfolio, value $2,874,266.

    13F-HR 0002085853-26-000205 filed by Sequent 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 10,851 shares
    Change vs previous 13F +754 shares

    0.78% of the 13F portfolio, value $2,762,890.

    13F-HR 0002085853-25-000260 filed by Sequent 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 10,097 shares
    Change vs previous 13F +3,258 shares

    0.66% of the 13F portfolio, value $2,071,695.

    13F-HR 0002009724-25-000004 filed by Sequent 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 6,839 shares
    Change vs previous 13F -241 shares

    0.55% of the 13F portfolio, value $1,519,203.

    13F-HR 0001214659-25-007428 filed by Sequent 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 7,080 shares
    Change vs previous 13F +659 shares

    0.65% of the 13F portfolio, value $1,773,058.

    13F-HR 0001214659-25-002407 filed by Sequent Planning 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 6,421 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,496,166.

    13F-HR 0001214659-24-019022 filed by Sequent Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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