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Disclosery

Vertex Planning Partners, LLC: AAPL position timeline

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

Vertex Planning Partners, LLC held 93,981 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,981 shares
    Change vs previous 13F +6,306 shares

    4.04% of the 13F portfolio, value $27,194,210.

    13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, 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 87,675 shares
    Change vs previous 13F -55 shares

    4.32% of the 13F portfolio, value $22,251,064.

    13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, 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 87,730 shares
    Change vs previous 13F -2,662 shares

    5.54% of the 13F portfolio, value $23,850,407.

    13F-HR 0001942341-26-000001 filed by Vertex Planning Partners, 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 90,392 shares
    Change vs previous 13F -65 shares

    4.41% of the 13F portfolio, value $23,016,629.

    13F-HR 0002085853-25-000286 filed by Vertex Planning Partners, 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 90,457 shares
    Change vs previous 13F +795 shares

    3.87% of the 13F portfolio, value $18,559,153.

    13F-HR 0001667731-25-001110 filed by Vertex Planning Partners, 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 89,662 shares
    Change vs previous 13F -116 shares

    4.35% of the 13F portfolio, value $19,916,670.

    13F-HR 0001667731-25-000634 filed by Vertex Planning Partners, 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 89,778 shares
    Change vs previous 13F -587 shares

    4.96% of the 13F portfolio, value $22,482,193.

    13F-HR 0001667731-25-000244 filed by Vertex Planning Partners, 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 90,365 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $21,055,091.

    13F-HR 0001942341-24-000008 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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