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WealthPLAN Partners, LLC: AAPL position timeline

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

WealthPLAN Partners, LLC held 137,249 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 137,249 shares
    Change vs previous 13F -19,174 shares

    7.6% of the 13F portfolio, value $39,714,490.

    13F-HR 0001639943-26-000004 filed by WealthPLAN 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 156,423 shares
    Change vs previous 13F -37,278 shares

    7.68% of the 13F portfolio, value $39,698,477.

    13F-HR 0001639943-26-000003 filed by WealthPLAN 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 193,701 shares
    Change vs previous 13F -3,657 shares

    7.87% of the 13F portfolio, value $52,659,632.

    13F-HR 0001639943-26-000001 filed by WealthPLAN 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 197,358 shares
    Change vs previous 13F -1,176 shares

    7.53% of the 13F portfolio, value $50,253,330.

    13F-HR 0001639943-25-000002 filed by WealthPLAN 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 198,534 shares
    Change vs previous 13F -15,336 shares

    6.56% of the 13F portfolio, value $40,733,177.

    13F-HR 0001929986-25-000005 filed by WealthPLAN 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 213,870 shares
    Change vs previous 13F -825 shares

    6.7% of the 13F portfolio, value $47,506,884.

    13F-HR 0002009530-25-000004 filed by WealthPLAN 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 214,695 shares
    Change vs previous 13F -19,657 shares

    7.63% of the 13F portfolio, value $53,764,014.

    13F-HR 0001929986-25-000002 filed by WealthPLAN 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 234,352 shares
    Change vs previous 13F not available

    7.33% of the 13F portfolio, value $54,603,928.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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