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Defined Financial Planning LLC

SEC CIK
0002056559
Latest filing
Oct 15, 2025

AAPL holding history

Apple Inc. in every 13F filed by Defined Financial Planning LLC, 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 Q3 2025 holdings

Shares (Q3 2025)
12,552
Value
$3.24M
% of portfolio
2.7%
Quarters held
4
Since Q4 2024
Holdings of AAPL by Defined Financial Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202512,552$3.24M2.7%+12+0.1%AddedHolders
Q2 202512,540$2.62M2.3%−610−4.6%ReducedHolders
Q1 202513,150$2.93M3.0%+2,063+18.6%AddedHolders
Q4 202411,087$2.78M3.0%–No prior filingHolders