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Perennial Advisors, LLC

SEC CIK
0001697360
Latest filing
Jul 13, 2026

AAPL holding history

Apple Inc. in every 13F filed by Perennial 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)
121,530
Value
$35.2M
% of portfolio
5.4%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Perennial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026121,530$35.2M5.4%−1,016−0.8%ReducedHolders
Q1 2026122,546$31.1M5.3%+568+0.5%AddedHolders
Q4 2025121,978$33.2M5.6%+535+0.4%AddedHolders
Q3 2025121,443$30.9M5.4%+148+0.1%AddedHolders
Q2 2025121,295$24.9M4.6%−2,725−2.2%ReducedHolders
Q1 2025124,020$27.5M5.5%−1,801−1.4%ReducedHolders
Q4 2024125,821$31.5M6.9%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 2024127,724$26.9M6.0%−2,283−1.8%ReducedHolders
Q1 2024130,007$22.3M5.2%−1,450−1.1%ReducedHolders
Q4 2023131,457$25.3M6.2%−349−0.3%ReducedHolders
Q3 2023131,806$22.6M6.1%+595+0.5%AddedHolders
Q2 2023131,211$25.5M6.5%+9,467+7.8%AddedHolders
Q1 2023121,744$20.1M5.7%+804+0.7%AddedHolders
Q4 2022120,940$15.7M5.0%−4,085−3.3%ReducedHolders
Q3 2022125,025$17.3M5.7%−609−0.5%ReducedHolders
Q2 2022125,634$17.2M5.3%+1,990+1.6%AddedHolders
Q1 2022123,644$21.6M5.7%+3,962+3.3%AddedHolders
Q4 2021119,682$21.3M5.7%+664+0.6%AddedHolders
Q3 2021119,018$16.8M5.0%−2,194−1.8%ReducedHolders
Q2 2021121,212$16.6M4.8%−1,303−1.1%ReducedHolders
Q1 2021122,515$15.0M4.7%––Holders

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