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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

AAPL holding history

Apple Inc. in every 13F filed by Dougherty Wealth Advisers 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)
24,866
Value
$7.20M
% of portfolio
3.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,866$7.20M3.9%00.0%UnchangedHolders
Q1 202624,866$6.31M4.0%−76−0.3%ReducedHolders
Q4 202524,942$6.78M3.8%+2,768+12.5%AddedHolders
Q3 202522,174$5.65M3.6%+248+1.1%AddedHolders
Q2 202521,926$4.50M3.0%00.0%UnchangedHolders
Q1 202521,926$4.87M3.6%−490−2.2%ReducedHolders
Q4 202422,416$5.61M4.4%−60.0%ReducedHolders
Q3 202422,422$5.22M4.2%−166−0.7%ReducedHolders
Q2 202422,588$4.76M4.2%+17+0.1%AddedHolders
Q1 202422,571$3.87M3.4%−1,768−7.3%ReducedHolders
Q4 202324,339$4.69M4.3%−237−1.0%ReducedHolders
Q3 202324,576$4.21M4.9%−40.0%ReducedHolders
Q2 202324,580$4.77M6.5%−1,916−7.2%ReducedHolders
Q1 202326,496$4.37M6.6%+13,074+97.4%AddedHolders
Q4 202213,422$1.74M2.9%00.0%UnchangedHolders
Q3 202213,422$1.85M3.7%−150−1.1%ReducedHolders
Q2 202213,572$1.86M3.5%+150+1.1%AddedHolders
Q1 202213,422$2.34M3.5%00.0%UnchangedHolders
Q4 202113,422$2.38M3.3%+8+0.1%AddedHolders
Q3 202113,414$1.90M2.8%00.0%UnchangedHolders
Q2 202113,414$1.84M2.7%−100−0.7%ReducedHolders
Q1 202113,514$1.65M2.5%––Holders

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