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Disclosery

Strategic Planning, Inc.: AAPL position timeline

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

Strategic Planning, Inc. held 79,986 AAPL shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 79,986 shares
    Change vs previous 13F -572 shares

    10.19% of the 13F portfolio, value $20,299,747.

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 80,558 shares
    Change vs previous 13F -1,329 shares

    11.8% of the 13F portfolio, value $21,900,511.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 81,887 shares
    Change vs previous 13F +184 shares

    12.07% of the 13F portfolio, value $20,850,801.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 81,703 shares
    Change vs previous 13F -844 shares

    10.04% of the 13F portfolio, value $16,762,996.

    13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 82,547 shares
    Change vs previous 13F not available

    10.34% of the 13F portfolio, value $18,336,081.

    13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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