Skip to main content

TPG Financial Advisors, LLC

SEC CIK
0001706669
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by TPG Financial 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)
20,547
Value
$5.95M
% of portfolio
1.8%
Quarters held
14
Since Q4 2022
Holdings of AAPL by TPG Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,547$5.95M1.8%−3,467−14.4%ReducedHolders
Q1 202624,014$6.09M2.0%−1,127−4.5%ReducedHolders
Q4 202525,141$6.83M2.3%−3,819−13.2%ReducedHolders
Q3 202528,960$7.37M2.7%−303−1.0%ReducedHolders
Q2 202529,263$6.00M2.4%−96−0.3%ReducedHolders
Q1 202529,359$6.52M2.9%−376−1.3%ReducedHolders
Q4 202429,735$7.45M3.2%+23,267+359.7%AddedHolders
Q3 20246,468$1.51M0.7%+195+3.1%AddedHolders
Q2 20246,273$1.32M0.6%–No prior filingHolders
Q1 2024––––Not filedHolders
Q4 20235,199$964.7K0.5%+902+21.0%AddedHolders
Q3 20234,297$735.7K0.4%+2,413+128.1%AddedHolders
Q2 20231,884$365.4K0.2%+260+16.0%AddedHolders
Q1 20231,624$267.8K0.1%+20+1.2%AddedHolders
Q4 20221,604$208.4K0.1%+1,604NewHolders