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Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by Archetype Wealth Partners, 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)
15,930
Value
$4.61M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,930$4.61M0.5%+313+2.0%AddedHolders
Q1 202615,617$3.96M0.5%+864+5.9%AddedHolders
Q4 202514,753$4.01M0.5%−2,203−13.0%ReducedHolders
Q3 202516,956$4.32M0.5%+2,623+18.3%AddedHolders
Q2 202514,333$2.94M0.4%−443−3.0%ReducedHolders
Q1 202514,776$3.28M0.5%−188−1.3%ReducedHolders
Q4 202414,964$3.75M0.5%−15−0.1%ReducedHolders
Q3 202414,979$3.49M0.5%−217−1.4%ReducedHolders
Q2 202415,196$3.20M0.5%+144+1.0%AddedHolders
Q1 202415,052$2.58M0.4%+309+2.1%AddedHolders
Q4 202314,743$2.84M0.5%−588−3.8%ReducedHolders
Q3 202315,331$2.63M0.5%+311+2.1%AddedHolders
Q2 202315,020$2.91M0.6%+528+3.6%AddedHolders
Q1 202314,492$2.39M0.5%−2,981−17.1%ReducedHolders
Q4 202217,473$2.27M0.6%+3,383+24.0%AddedHolders
Q3 202214,090$1.95M0.6%−538−3.7%ReducedHolders
Q2 202214,628$2.00M0.6%+1,097+8.1%AddedHolders
Q1 202213,531$2.36M0.6%+564+4.3%AddedHolders
Q4 202112,967$2.30M0.7%−192−1.5%ReducedHolders
Q3 202113,159$1.86M0.6%+18+0.1%AddedHolders
Q2 202113,141$1.80M0.6%+746+6.0%AddedHolders
Q1 202112,395$1.51M0.6%––Holders

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