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Planning Alternatives Ltd

SEC CIK
0000712011
Latest filing
Aug 12, 2026

AAPL holding history

Apple Inc. in every 13F filed by Planning Alternatives Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
67,560
Value
$19.5M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Planning Alternatives Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,560$19.5M2.1%+2,380+3.7%AddedHolders
Q1 202665,180$16.5M2.1%+3,851+6.3%AddedHolders
Q4 202561,329$16.7M2.1%+966+1.6%AddedHolders
Q3 202560,363$15.4M2.0%+6,353+11.8%AddedHolders
Q2 202554,010$11.1M1.5%−4,407−7.5%ReducedHolders
Q1 202558,417$13.0M2.0%+5,093+9.6%AddedHolders
Q4 202453,324$13.4M2.1%+101+0.2%AddedHolders
Q3 202453,223$12.4M1.9%+34+0.1%AddedHolders
Q2 202453,189$11.2M1.8%+992+1.9%AddedHolders
Q1 202452,197$8.95M1.5%+210.0%AddedHolders
Q4 202352,176$10.0M1.8%+124+0.2%AddedHolders
Q3 202352,052$8.91M1.7%+674+1.3%AddedHolders
Q2 202351,378$9.97M1.8%−287−0.6%ReducedHolders
Q1 202351,665$8.52M1.7%−1,056−2.0%ReducedHolders
Q4 202252,721$6.85M1.2%+323+0.6%AddedHolders
Q3 202252,398$7.24M1.5%00.0%UnchangedHolders
Q2 202252,398$7.16M1.3%+72+0.1%AddedHolders
Q1 202252,326$9.14M1.5%−962−1.8%ReducedHolders
Q4 202153,288$9.46M1.5%+54+0.1%AddedHolders
Q3 202153,234$7.53M1.2%−200−0.4%ReducedHolders
Q2 202153,434$7.32M1.2%−281−0.5%ReducedHolders
Q1 202153,715$6.56M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.