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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

AAPL holding history

Apple Inc. in every 13F filed by Arete Wealth Advisors, 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 Q2 2026 holdings

Shares (Q2 2026)
185,325
Value
$53.6M
% of portfolio
3.5%
Quarters held
20
Since Q1 2021
Holdings of AAPL by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026185,325$53.6M3.5%+33,779+22.3%AddedHolders
Q1 2026151,546$38.4M2.9%−9,124−5.7%ReducedHolders
Q4 2025160,670$43.7M3.0%+5,840+3.8%AddedHolders
Q3 2025154,830$39.4M2.5%+8,543+5.8%AddedHolders
Q2 2025146,287$30.0M2.1%−22,943−13.6%ReducedHolders
Q1 2025169,230$37.6M2.9%−3,537−2.0%ReducedHolders
Q4 2024172,767$43.3M3.1%+47,356+37.8%AddedHolders
Q3 2024125,411$29.1M2.5%−64,492−34.0%ReducedHolders
Q2 2024189,903$38.6M3.2%+189,903NewHolders
Q1 20240$00.0%−166,613−100.0%Sold outHolders
Q4 2023166,613$32.1M2.4%+166,613NewHolders
Q3 20230$00.0%−184,215−100.0%Sold outHolders
Q2 2023184,215$35.7M3.2%−26,895−12.7%ReducedHolders
Q1 2023211,110$34.8M2.9%−3,290−1.5%ReducedHolders
Q4 2022214,400$27.9M2.5%−2,097−1.0%ReducedHolders
Q3 2022216,497$29.9M2.9%+68,000+45.8%AddedHolders
Q2 2022148,497$20.3M2.2%+3,774+2.6%AddedHolders
Q1 2022144,723$25.3M2.1%+2,302+1.6%AddedHolders
Q4 2021142,421$25.7M2.2%+586+0.4%AddedHolders
Q3 2021141,835$20.1M2.2%+220.0%AddedHolders
Q2 2021141,813$14.4M2.0%−3,334−2.3%ReducedHolders
Q1 2021145,147$17.7M2.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.