Skip to content
Disclosery

STRATEGIC PLANNING GROUP, LLC: AAPL position timeline

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

STRATEGIC PLANNING GROUP, LLC held 140,696 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,696 shares
    Change vs previous 13F -3,110 shares

    4.43% of the 13F portfolio, value $40,711,863.

    13F-HR 0001875525-26-000004 filed by STRATEGIC 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 143,806 shares
    Change vs previous 13F -29,915 shares

    5.1% of the 13F portfolio, value $36,496,653.

    13F-HR 0001875525-26-000003 filed by STRATEGIC 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 173,721 shares
    Change vs previous 13F +3,909 shares

    6.08% of the 13F portfolio, value $47,227,805.

    13F-HR 0001875525-26-000001 filed by STRATEGIC 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 169,812 shares
    Change vs previous 13F +32,959 shares

    5.84% of the 13F portfolio, value $43,239,420.

    13F-HR 0001875525-25-000002 filed by STRATEGIC 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 136,853 shares
    Change vs previous 13F +17,238 shares

    4.56% of the 13F portfolio, value $28,078,256.

    13F-HR 0001085146-25-003779 filed by STRATEGIC 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 119,615 shares
    Change vs previous 13F +645 shares

    5.2% of the 13F portfolio, value $26,570,113.

    13F-HR 0001085146-25-001997 filed by STRATEGIC 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 118,970 shares
    Change vs previous 13F -10,342 shares

    5.47% of the 13F portfolio, value $29,792,502.

    13F-HR 0001085146-25-000435 filed by STRATEGIC 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 129,312 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $30,129,771.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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