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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

AAPL holding history

Apple Inc. in every 13F filed by Domani Wealth, 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 Q1 2023 holdings

Shares (Q1 2023)
129,750
Value
$21.4M
% of portfolio
5.0%
Quarters held
9
Since Q1 2021
Holdings of AAPL by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2023129,750$21.4M5.0%+186+0.1%AddedHolders
Q4 2022129,564$16.8M4.2%+373+0.3%AddedHolders
Q3 2022129,191$17.9M5.2%+73+0.1%AddedHolders
Q2 2022129,118$17.7M4.8%−4,077−3.1%ReducedHolders
Q1 2022133,195$23.3M5.0%+1,297+1.0%AddedHolders
Q4 2021131,898$23.4M4.6%−357−0.3%ReducedHolders
Q3 2021132,255$18.7M3.9%−1,327−1.0%ReducedHolders
Q2 2021133,582$18.3M3.7%−14,096−9.5%ReducedHolders
Q1 2021147,678$18.0M3.5%––Holders

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