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Livermore
Livermore
ZHEN

Evergreen Advisors, LLC

SEC CIK
0001762294
Latest filing
Aug 4, 2026

AAPL holding history

Apple Inc. in every 13F filed by Evergreen 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)
4,241
Value
$1.23M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Evergreen Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,241$1.23M0.3%+10.0%AddedHolders
Q1 20264,240$1.08M0.3%−31−0.7%ReducedHolders
Q4 20254,271$1.16M0.3%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20253,545$727.4K0.2%+67+1.9%AddedHolders
Q1 20253,478$772.6K0.2%−158−4.3%ReducedHolders
Q4 20243,636$910.4K0.2%+532+17.1%AddedHolders
Q3 20243,104$723.2K0.2%+123+4.1%AddedHolders
Q2 20242,981$627.8K0.2%−642−17.7%ReducedHolders
Q1 20243,623$621.2K0.2%−232−6.0%ReducedHolders
Q4 20233,855$742.3K0.2%−522−11.9%ReducedHolders
Q3 20234,377$749.4K0.3%+96+2.2%AddedHolders
Q2 20234,281$830.4K0.3%+20.0%AddedHolders
Q1 20234,279$705.6K0.3%+3+0.1%AddedHolders
Q4 20224,276$555.6K0.2%+20.0%AddedHolders
Q3 20224,274$591.0K0.2%+108+2.6%AddedHolders
Q2 20224,166$570.0K0.2%+157+3.9%AddedHolders
Q1 20224,009$700.0K0.2%+20.0%AddedHolders
Q4 20214,007$711.0K0.2%+3+0.1%AddedHolders
Q3 20214,004$567.0K0.2%+1,005+33.5%AddedHolders
Q2 20212,999$366.0K0.2%00.0%UnchangedHolders
Q1 20212,999$366.0K0.1%––Holders

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