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Livermore
Livermore
ZHEN

Independent Advisor Alliance

SEC CIK
0001696899
Latest filing
Aug 12, 2026

AAPL holding history

Apple Inc. in every 13F filed by Independent Advisor Alliance, 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)
887,758
Value
$256.9M
% of portfolio
6.0%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Independent Advisor Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026887,758$256.9M6.0%+16,234+1.9%AddedHolders
Q1 2026871,524$221.2M2.4%−56,469−6.1%ReducedHolders
Q4 2025927,993$252.3M6.1%+8,222+0.9%AddedHolders
Q3 2025919,771$234.2M6.1%−23,359−2.5%ReducedHolders
Q2 2025943,130$193.5M5.6%−17,240−1.8%ReducedHolders
Q1 2025960,370$213.3M7.0%+8,263+0.9%AddedHolders
Q4 2024952,107$238.4M3.2%+84,241+9.7%AddedHolders
Q3 2024867,866$202.2M7.4%−52,871−5.7%ReducedHolders
Q2 2024920,737$193.9M6.6%+8,028+0.9%AddedHolders
Q1 2024912,709$156.5M5.6%−4,379−0.5%ReducedHolders
Q4 2023917,088$176.6M6.4%−6,178−0.7%ReducedHolders
Q3 2023923,266$158.1M7.1%−7,712−0.8%ReducedHolders
Q2 2023930,978$180.6M8.0%+1,651+0.2%AddedHolders
Q1 2023929,327$153.2M7.4%−40,792−4.2%ReducedHolders
Q4 2022970,119––−17,637−1.8%ReducedHolders
Q3 2022987,756$136.5M8.0%−24,552−2.4%ReducedHolders
Q2 20221,012,308$138.4M7.7%−11,816−1.2%ReducedHolders
Q1 20221,024,124$178.8M8.6%+65,358+6.8%AddedHolders
Q4 2021958,766$170.2M8.4%+77,205+8.8%AddedHolders
Q3 2021881,561$124.7M6.9%−2,926−0.3%ReducedHolders
Q2 2021884,487$121.1M6.6%−25,164−2.8%ReducedHolders
Q1 2021909,651$111.1M6.6%––Holders

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