Financial Plan, Inc.

SEC CIK: 0002107584
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Financial Plan, Inc., 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): 21,053
Value: $6.09M
% of portfolio: 0.6%
Quarters held: 3; Since Q4 2025

Holdings of AAPL by Financial Plan, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,053	$6.09M	0.6%	−1,424−6.3%	Reduced	Holders
Q1 2026	22,477	$5.70M	0.6%	−7,221−24.3%	Reduced	Holders
Q4 2025	29,698	$8.07M	0.9%	–	No prior filing	Holders