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WealthPlan Investment Management, LLC: AAPL position timeline

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

WealthPlan Investment Management, LLC held 373,764 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,764 shares
    Change vs previous 13F -48,542 shares

    5.37% of the 13F portfolio, value $108,152,391.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 422,306 shares
    Change vs previous 13F +40,142 shares

    5.98% of the 13F portfolio, value $107,176,871.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 382,164 shares
    Change vs previous 13F -4,207 shares

    6.62% of the 13F portfolio, value $103,895,112.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 386,371 shares
    Change vs previous 13F -5,069 shares

    6.52% of the 13F portfolio, value $98,381,574.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 391,440 shares
    Change vs previous 13F +32,320 shares

    5.85% of the 13F portfolio, value $80,311,707.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 359,120 shares
    Change vs previous 13F -2,805 shares

    7.86% of the 13F portfolio, value $79,771,239.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 361,925 shares
    Change vs previous 13F +5,039 shares

    8.95% of the 13F portfolio, value $90,633,119.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 356,886 shares
    Change vs previous 13F not available

    8.42% of the 13F portfolio, value $83,154,347.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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