Skip to main content
Livermore
Livermore
ZHEN

Fee-Only Financial Planning, L.C.

SEC CIK
0001954044
Latest filing
Jul 29, 2026

AAPL holding history

Apple Inc. in every 13F filed by Fee-Only Financial Planning, L.C., 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)
2,777
Value
$803.6K
% of portfolio
0.4%
Quarters held
13
Since Q2 2023
Holdings of AAPL by Fee-Only Financial Planning, L.C., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,777$803.6K0.4%−130−4.5%ReducedHolders
Q1 20262,907$737.8K0.4%+325+12.6%AddedHolders
Q4 20252,582$701.9K0.4%00.0%UnchangedHolders
Q3 20252,582$657.5K0.4%00.0%UnchangedHolders
Q2 20252,582$529.7K0.3%+1,421+122.4%AddedHolders
Q1 20251,161$257.9K0.2%−41−3.4%ReducedHolders
Q4 20241,202$301.0K0.2%00.0%UnchangedHolders
Q3 20241,202$280.1K0.2%00.0%UnchangedHolders
Q2 20241,202$253.2K0.2%00.0%UnchangedHolders
Q1 20241,202$206.1K0.1%00.0%UnchangedHolders
Q4 20231,202$231.4K0.2%00.0%UnchangedHolders
Q3 20231,202$205.8K0.2%00.0%UnchangedHolders
Q2 20231,202$233.2K0.2%+1,202NewHolders