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Livermore
Livermore
ZHEN

Beacon Harbor Wealth Advisors, Inc.

SEC CIK
0001784093
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Beacon Harbor Wealth Advisors, Inc., 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)
5,873
Value
$1.81M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Beacon Harbor Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,873$1.81M0.4%−27,514−82.4%ReducedHolders
Q1 202633,387$8.47M1.8%+3,456+11.5%AddedHolders
Q4 202529,931$8.14M1.8%+23,305+351.7%AddedHolders
Q3 20256,626$1.69M0.4%+419+6.8%AddedHolders
Q2 20256,207$1.27M0.3%−200−3.1%ReducedHolders
Q1 20256,407$1.42M0.3%00.0%UnchangedHolders
Q4 20246,407$1.60M0.4%−25,857−80.1%ReducedHolders
Q3 202432,264$7.52M1.8%+3,834+13.5%AddedHolders
Q2 202428,430$5.99M1.6%+25,485+865.4%AddedHolders
Q1 20242,945$505.0K0.1%+36+1.2%AddedHolders
Q4 20232,909$560.0K0.2%00.0%UnchangedHolders
Q3 20232,909$498.0K0.2%+153+5.6%AddedHolders
Q2 20232,756$535.0K0.2%00.0%UnchangedHolders
Q1 20232,756$454.0K0.2%00.0%UnchangedHolders
Q4 20222,756$358.0K0.1%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 20222,791$382.0K0.1%−28,117−91.0%ReducedHolders
Q1 202230,908$5.40M1.8%−3,488−10.1%ReducedHolders
Q4 202134,396$6.11M2.0%+385+1.1%AddedHolders
Q3 202134,011$4.81M1.7%+1,422+4.4%AddedHolders
Q2 202132,589$4.46M1.6%+917+2.9%AddedHolders
Q1 202131,672$3.87M1.5%––Holders

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