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Planning Directions Inc

SEC CIK
0000821103
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Planning Directions Inc, 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)
33,856
Value
$9.80M
% of portfolio
4.5%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Planning Directions Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,856$9.80M4.5%−8,989−21.0%ReducedHolders
Q1 202642,845$10.9M5.5%+232+0.5%AddedHolders
Q4 202542,613$11.6M5.8%−439−1.0%ReducedHolders
Q3 202543,052$11.0M5.7%−134−0.3%ReducedHolders
Q2 202543,186$8.86M5.0%−789−1.8%ReducedHolders
Q1 202543,975$9.77M4.2%+773+1.8%AddedHolders
Q4 202443,202$10.8M6.3%+57+0.1%AddedHolders
Q3 202443,145$10.1M6.0%−754−1.7%ReducedHolders
Q2 202443,899$9.25M6.3%−140.0%ReducedHolders
Q1 202443,913$7.53M5.2%−134−0.3%ReducedHolders
Q4 202344,047$8.48M6.0%+179+0.4%AddedHolders
Q3 202343,868$7.51M5.7%−63−0.1%ReducedHolders
Q2 202343,931$8.52M6.2%−80.0%ReducedHolders
Q1 202343,939$7.25M5.4%−2,381−5.1%ReducedHolders
Q4 202246,320$6.02M4.6%+117+0.3%AddedHolders
Q3 202246,203$6.38M5.2%+84+0.2%AddedHolders
Q2 202246,119$6.30M4.8%+259+0.6%AddedHolders
Q1 202245,860$8.01M5.6%−259−0.6%ReducedHolders
Q4 202146,119$8.19M5.5%+382+0.8%AddedHolders
Q3 202145,737$6.47M4.7%+394+0.9%AddedHolders
Q2 202145,343$6.21M4.5%+1,372+3.1%AddedHolders
Q1 202143,971$5.37M4.2%––Holders

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