Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Symphony Financial, Ltd. Co., 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): 82,235
Value: $23.3M
% of portfolio: 2.5%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	82,235	$23.3M	2.5%	+4,648+6.0%	Added	Holders
Q1 2026	77,587	$19.3M	2.6%	+3,278+4.4%	Added	Holders
Q4 2025	74,309	$20.3M	2.7%	−19,966−21.2%	Reduced	Holders
Q3 2025	94,275	$24.0M	2.9%	+249+0.3%	Added	Holders
Q2 2025	94,026	$19.9M	2.6%	+65,043+224.4%	Added	Holders
Q1 2025	28,983	$5.69M	3.4%	−47,548−62.1%	Reduced	Holders
Q4 2024	76,531	$17.1M	2.7%	−3,903−4.9%	Reduced	Holders
Q3 2024	80,434	$18.3M	3.0%	+2,015+2.6%	Added	Holders
Q2 2024	78,419	$16.9M	3.1%	+18,327+30.5%	Added	Holders
Q1 2024	60,092	$10.3M	2.4%	−14,435−19.4%	Reduced	Holders
Q4 2023	74,527	$13.7M	2.9%	+66,481+826.3%	Added	Holders
Q3 2023	8,046	$1.39M	0.3%	−54,377−87.1%	Reduced	Holders
Q2 2023	62,423	$11.8M	2.9%	−3,105−4.7%	Reduced	Holders
Q1 2023	65,528	$10.7M	2.8%	−375−0.6%	Reduced	Holders
Q4 2022	65,903	$8.43M	2.2%	+7,623+13.1%	Added	Holders
Q3 2022	58,280	$8.30M	2.7%	−7,125−10.9%	Reduced	Holders
Q2 2022	65,405	$9.16M	2.7%	−19,597−23.1%	Reduced	Holders
Q1 2022	85,002	$14.4M	3.4%	+32,527+62.0%	Added	Holders
Q4 2021	52,475	$9.55M	2.7%	+12,741+32.1%	Added	Holders
Q3 2021	39,734	$5.67M	2.0%	−8,721−18.0%	Reduced	Holders
Q2 2021	48,455	$6.63M	2.3%	−38,725−44.4%	Reduced	Holders
Q1 2021	87,180	$12.2M	3.2%	–	–	Holders

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