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Livermore
Livermore
ZHEN

Great Point Wealth Advisors, LLC

SEC CIK
0001760304
Latest filing
Jul 23, 2026

AAPL holding history

Apple Inc. in every 13F filed by Great Point Wealth 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)
17,436
Value
$5.05M
% of portfolio
0.8%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Great Point Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,436$5.05M0.8%+176+1.0%AddedHolders
Q1 202617,260$4.38M0.8%−71−0.4%ReducedHolders
Q4 202517,331$4.71M0.9%+13+0.1%AddedHolders
Q3 202517,318$4.41M0.8%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202518,539$4.12M0.9%−1,260−6.4%ReducedHolders
Q4 202419,799$4.96M1.1%+78+0.4%AddedHolders
Q3 202419,721$4.60M1.0%+763+4.0%AddedHolders
Q2 202418,958$3.99M0.9%−141−0.7%ReducedHolders
Q1 202419,099$3.28M0.8%+420+2.2%AddedHolders
Q4 202318,679$3.60M0.9%−468−2.4%ReducedHolders
Q3 202319,147$3.28M1.0%−125−0.6%ReducedHolders
Q2 202319,272$3.74M1.1%+931+5.1%AddedHolders
Q1 202318,341$3.02M1.0%−26−0.1%ReducedHolders
Q4 202218,367$2.39M0.8%+11+0.1%AddedHolders
Q3 202218,356$2.54M0.9%00.0%UnchangedHolders
Q2 202218,356$2.51M0.9%+430+2.4%AddedHolders
Q1 202217,926$3.13M1.0%+1,810+11.2%AddedHolders
Q4 202116,116$2.86M0.9%−463−2.8%ReducedHolders
Q3 202116,579$2.35M0.8%−57−0.3%ReducedHolders
Q2 202116,636$2.28M0.8%+3,997+31.6%AddedHolders
Q1 202112,639$1.54M0.6%––Holders

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