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Apple shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Retirement Planning Group, Llc / Ny

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 11k 254.63
2025-06-30 $2.1M 10k 205.17
2025-03-31 $2.2M 10k 222.14
2024-12-31 $2.4M 9.4k 250.41

More positions owned by Retirement Planning Group, Llc / Ny

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Nasdaq 100 Cover (QYLD)
Nuveen Core Equity Alpha Fund (JCE)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Alps Etf Tr Riverfrnt Dymc (RFDA)
Select Sector Spdr Tr Financial (XLF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Pimco Dynamic Income SHS (PDI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr Energy (XLE)
Ge Aerospace Com New (GE)

View all positions for Retirement Planning Group, Llc / Ny

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