Stonebridge Financial Planning Group, LLC

SEC CIK: 0001802494
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

AAPL holding history

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

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 11,299
Value: $3.27M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Stonebridge Financial Planning Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,299	$3.27M	1.0%	+46+0.4%	Added	Holders
Q1 2026	11,253	$2.86M	1.0%	−177−1.5%	Reduced	Holders
Q4 2025	11,430	$3.11M	1.1%	−85−0.7%	Reduced	Holders
Q3 2025	11,515	$2.93M	1.1%	−1,173−9.2%	Reduced	Holders
Q2 2025	12,688	$2.60M	1.1%	−530−4.0%	Reduced	Holders
Q1 2025	13,218	$2.94M	1.3%	−1,284−8.9%	Reduced	Holders
Q4 2024	14,502	$3.63M	1.6%	+137+1.0%	Added	Holders
Q3 2024	14,365	$3.35M	1.6%	+164+1.2%	Added	Holders
Q2 2024	14,201	$2.99M	1.5%	−750−5.0%	Reduced	Holders
Q1 2024	14,951	$2.56M	1.4%	−101−0.7%	Reduced	Holders
Q4 2023	15,052	$2.90M	1.7%	+733+5.1%	Added	Holders
Q3 2023	14,319	$2.45M	1.6%	+25+0.2%	Added	Holders
Q2 2023	14,294	$2.77M	1.7%	−131−0.9%	Reduced	Holders
Q1 2023	14,425	$2.38M	1.5%	+57+0.4%	Added	Holders
Q4 2022	14,368	$1.87M	1.2%	+700+5.1%	Added	Holders
Q3 2022	13,668	$1.89M	1.3%	+50+0.4%	Added	Holders
Q2 2022	13,618	$1.86M	1.3%	+2,461+22.1%	Added	Holders
Q1 2022	11,157	$1.95M	1.1%	+720+6.9%	Added	Holders
Q4 2021	10,437	$1.78M	0.9%	−100−0.9%	Reduced	Holders
Q3 2021	10,537	$1.60M	0.8%	−263−2.4%	Reduced	Holders
Q2 2021	10,800	$1.56M	0.8%	+571+5.6%	Added	Holders
Q1 2021	10,229	$1.34M	0.8%	–	–	Holders

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