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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

AAPL holding history

Apple Inc. in every 13F filed by Ibex Wealth Advisors, 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)
117,710
Value
$34.1M
% of portfolio
2.7%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026117,710$34.1M2.7%+80+0.1%AddedHolders
Q1 2026117,630$29.9M2.8%+4,181+3.7%AddedHolders
Q4 2025113,449$30.8M3.0%+725+0.6%AddedHolders
Q3 2025112,724$28.7M2.7%+1,643+1.5%AddedHolders
Q2 2025111,081$22.8M2.4%−25,537−18.7%ReducedHolders
Q1 2025136,618$30.3M4.0%+9,250+7.3%AddedHolders
Q4 2024127,368$31.9M3.8%−146,494−53.5%ReducedHolders
Q3 2024273,862$5.50M1.8%+165,940+153.8%AddedHolders
Q2 2024107,922$22.7M3.5%−1,291−1.2%ReducedHolders
Q1 2024109,213$14.2M3.8%+109,096+93,244.4%AddedHolders
Q4 2023117$22.5K4.9%−111,517−99.9%ReducedHolders
Q3 2023111,634$19.1M4.9%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 2023107,749$17.8M4.6%−1,464−1.3%ReducedHolders
Q4 2022109,213$14.2M3.2%−1,492−1.3%ReducedHolders
Q3 2022110,705$15.3M4.0%+8,514+8.3%AddedHolders
Q2 2022102,191$14.0M3.2%−10,536−9.3%ReducedHolders
Q1 2022112,727$19.7M3.8%−960−0.8%ReducedHolders
Q4 2021113,687$20.2M3.6%+2,607+2.3%AddedHolders
Q3 2021111,080$15.7M3.0%+1,021+0.9%AddedHolders
Q2 2021110,059$15.1M3.0%+2,370+2.2%AddedHolders
Q1 2021107,689$13.2M3.2%––Holders

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