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SwitchPoint Financial Planning, LLC: AAPL position timeline

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

SwitchPoint Financial Planning, LLC held 5,356 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,356 shares
    Change vs previous 13F -4 shares

    0.89% of the 13F portfolio, value $1,549,905.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial 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 5,360 shares
    Change vs previous 13F +111 shares

    0.92% of the 13F portfolio, value $1,360,396.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial 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 5,249 shares
    Change vs previous 13F -338 shares

    1% of the 13F portfolio, value $1,427,054.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial 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 5,587 shares
    Change vs previous 13F +208 shares

    1.03% of the 13F portfolio, value $1,422,585.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial 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 5,379 shares
    Change vs previous 13F +131 shares

    0.9% of the 13F portfolio, value $1,103,657.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial 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 5,248 shares
    Change vs previous 13F +641 shares

    1.11% of the 13F portfolio, value $1,165,634.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial 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 4,607 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,153,741.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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