Fortem Financial Group, LLC

SEC CIK: 0001766509
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Fortem Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 27,062
Value: $7.83M
% of portfolio: 1.6%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Fortem Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,062	$7.83M	1.6%	−49−0.2%	Reduced	Holders
Q1 2026	27,111	$6.88M	1.7%	+455+1.7%	Added	Holders
Q4 2025	26,656	$7.25M	1.9%	−478−1.8%	Reduced	Holders
Q3 2025	27,134	$6.91M	2.0%	−384−1.4%	Reduced	Holders
Q2 2025	27,518	$5.65M	1.8%	+237+0.9%	Added	Holders
Q1 2025	27,281	$6.06M	2.4%	−566−2.0%	Reduced	Holders
Q4 2024	27,847	$6.97M	2.7%	+2,496+9.8%	Added	Holders
Q3 2024	25,351	$5.91M	2.4%	+899+3.7%	Added	Holders
Q2 2024	24,452	$5.15M	2.2%	−507−2.0%	Reduced	Holders
Q1 2024	24,959	$4.28M	1.9%	+755+3.1%	Added	Holders
Q4 2023	24,204	$4.66M	2.3%	+315+1.3%	Added	Holders
Q3 2023	23,889	$4.09M	2.4%	+137+0.6%	Added	Holders
Q2 2023	23,752	$4.61M	2.7%	−1,182−4.7%	Reduced	Holders
Q1 2023	24,934	$4.11M	2.7%	−1,821−6.8%	Reduced	Holders
Q4 2022	26,755	$3.48M	2.0%	−34−0.1%	Reduced	Holders
Q3 2022	26,789	$3.70M	2.6%	+1,348+5.3%	Added	Holders
Q2 2022	25,441	$3.48M	2.3%	−739−2.8%	Reduced	Holders
Q1 2022	26,180	$4.57M	2.0%	−692−2.6%	Reduced	Holders
Q4 2021	26,872	$4.77M	2.2%	−681−2.5%	Reduced	Holders
Q3 2021	27,553	$3.90M	2.0%	−1,097−3.8%	Reduced	Holders
Q2 2021	28,650	$3.92M	2.0%	−1,002−3.4%	Reduced	Holders
Q1 2021	29,652	$3.62M	2.1%	–	–	Holders

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