PDS Planning, Inc

Position in AAPL — Apple Inc.

CIK 838618 DUBLIN, OH

Position in AAPL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$39,436,006

+$5,405,559 QoQ

Shares Held

136,287

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.30%

of 13F equity value

Holder Rank

#1,364

of 6,124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PDS Planning, Inc holds $40,967,064 across 3 Consumer Electronics names. AAPL ranks #1 (96.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	136,287	$39,436,006
2	LPL	LG Display Co., Ltd.	200,765	$780,975
3	SONY	Sony Group Corp	37,392	$750,083

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,436,006	136,287	+1.6%	Shares	Sole	2026-08-05
2026-03-31	$34,030,447	134,089	+2.7%	Shares	Sole	2026-04-22
2025-12-31	$35,507,090	130,608	+5.6%	Shares	Sole	2026-01-26
2025-09-30	$31,496,203	123,694	+1.8%	Shares	Sole	2025-10-21
2025-06-30	$24,928,360	121,501	+12.9%	Shares	Sole	2025-07-24
2025-03-31	$23,912,516	107,651	+7.0%	Shares	Sole	2025-04-24
2024-12-31	$25,204,021	100,647	+1.0%	Shares	Sole	2025-02-10
2024-09-30	$23,207,266	99,602	+1.6%	Shares	Sole	2024-10-30
2024-06-30	$20,653,186	98,059	+6.6%	Shares	Sole	2024-08-08
2024-03-31	$15,776,845	92,004	+0.2%	Shares	Sole	2024-05-01
2023-12-31	$17,686,960	91,866	+3.1%	Shares	Sole	2024-02-01
2023-09-30	$15,256,865	89,112	+0.7%	Shares	Sole	2023-10-23
2023-06-30	$17,158,198	88,458	-40.2%	Shares	Sole	2023-07-21
2023-03-31	$24,381,784	147,858	+15.3%	Shares	Sole	2023-05-02
2022-12-31	$16,660,014	128,223	+0.7%	Shares	Sole	2023-01-27
2022-09-30	$17,589,543	127,276	-0.3%	Shares	Sole	2022-11-02
2022-06-30	$17,452,991	127,655	+0.8%	Shares	Sole	2022-07-15
2022-03-31	$22,110,165	126,626	+9.2%	Shares	Sole	2022-04-18
2021-12-31	$20,595,811	115,987	+147.9%	Shares	Sole	2022-01-25
2021-09-30	$6,621,351	46,794	+5.9%	Shares	Sole	2021-10-22
2021-06-30	$6,052,947	44,195	+4.6%	Shares	Sole	2021-07-26
2021-03-31	$5,162,059	42,260	-1.9%	Shares	Sole	2021-04-20
2020-12-31	$5,716,152	43,079	+22.3%	Shares	Sole	2021-01-21
2020-09-30	$4,079,523	35,226	+245.9%	Shares	Sole	2020-10-19
2020-06-30	$3,714,758	10,183	+27.7%	Shares	Sole	2020-08-11
2020-03-31	$2,027,708	7,974	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.