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Total Wealth Planning, LLC: AAPL position timeline

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

Total Wealth Planning, LLC held 1,029 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,029 shares
    Change vs previous 13F -5,375 shares

    0.6% of the 13F portfolio, value $279,744.

    13F-HR 0001951757-26-000432 filed by Total 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 ended2025-09-30
    13F 6,404 shares
    Change vs previous 13F +1,171 shares

    0.19% of the 13F portfolio, value $1,630,656.

    13F-HR 0001951757-25-001163 filed by Total 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 ended2025-06-30
    13F 5,233 shares
    Change vs previous 13F +94 shares

    0.14% of the 13F portfolio, value $1,073,755.

    13F-HR 0001951757-25-000851 filed by Total 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 ended2025-03-31
    13F 5,139 shares
    Change vs previous 13F -688 shares

    0.17% of the 13F portfolio, value $1,141,604.

    13F-HR 0001951757-25-000369 filed by Total 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 ended2024-12-31
    13F 5,827 shares
    Change vs previous 13F +594 shares

    0.23% of the 13F portfolio, value $1,459,257.

    13F-HR 0001951757-25-000031 filed by Total 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 ended2024-09-30
    13F 5,233 shares
    Change vs previous 13F -13 shares

    0.19% of the 13F portfolio, value $1,219,316.

    13F-HR 0001951757-24-001008 filed by Total 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 ended2024-06-30
    13F 5,246 shares
    Change vs previous 13F -92 shares

    0.2% of the 13F portfolio, value $1,231,865.

    13F-HR 0001951757-24-000632 filed by Total Wealth 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 ended2024-03-31
    13F 5,338 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $915,308.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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