Skip to content
Disclosery

Treasure Coast Financial Planning: AAPL position timeline

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

Treasure Coast Financial Planning held 4,433 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,433 shares
    Change vs previous 13F -23 shares

    0.63% of the 13F portfolio, value $1,282,733.

    13F-HR 0001911307-26-000005 filed by Treasure Coast Financial Planning
    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 4,456 shares
    Change vs previous 13F -70 shares

    0.58% of the 13F portfolio, value $1,130,888.

    13F-HR 0001911307-26-000003 filed by Treasure Coast Financial Planning
    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 4,526 shares
    Change vs previous 13F -246 shares

    0.65% of the 13F portfolio, value $1,230,438.

    13F-HR 0001911307-26-000001 filed by Treasure Coast Financial Planning
    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 4,772 shares
    Change vs previous 13F -60 shares

    0.68% of the 13F portfolio, value $1,215,094.

    13F-HR 0001911307-25-000008 filed by Treasure Coast Financial Planning
    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 4,832 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $991,381.

    13F-HR 0001911307-25-000005 filed by Treasure Coast Financial Planning
    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 4,832 shares
    Change vs previous 13F +220 shares

    0.67% of the 13F portfolio, value $1,073,332.

    13F-HR 0001911307-25-000002 filed by Treasure Coast Financial Planning
    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 4,612 shares
    Change vs previous 13F +23 shares

    0.76% of the 13F portfolio, value $1,154,937.

    13F-HR 0001911307-25-000001 filed by Treasure Coast Financial Planning
    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 4,589 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,069,237.

    13F-HR 0001911307-24-000006 filed by Treasure Coast Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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