Position in AAPL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,013,684
+$410,307 QoQ
Shares Held
10,415
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.86%
of 13F equity value
Holder Rank
#557
of 773 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Plan A Wealth LLC holds $3,077,234 across 2 Consumer Electronics names. AAPL ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
10,415 | $3,013,684 | |
| 2 | LPL |
LG Display Co., Ltd.
|
16,337 | $63,550 |
All Filings in AAPL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,013,684 | 10,415 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,603,377 | 10,258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,734,367 | 10,058 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,533,059 | 9,948 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,989,123 | 9,695 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,444,289 | 6,502 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $1,156,439 | 4,618 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||