Trinity Financial Advisors LLC

SEC CIK: 0001809574
Latest filing: Jul 6, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Trinity Financial Advisors 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): 35,680
Value: $10.3M
% of portfolio: 2.7%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Trinity Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,680	$10.3M	2.7%	−467−1.3%	Reduced	Holders
Q1 2026	36,147	$9.17M	2.6%	−985−2.7%	Reduced	Holders
Q4 2025	37,132	$10.1M	2.8%	−653−1.7%	Reduced	Holders
Q3 2025	37,785	$9.62M	2.8%	−1,305−3.3%	Reduced	Holders
Q2 2025	39,090	$8.02M	2.5%	+10,089+34.8%	Added	Holders
Q1 2025	29,001	$5.89M	2.1%	+524+1.8%	Added	Holders
Q4 2024	28,477	$6.94M	2.6%	−360−1.2%	Reduced	Holders
Q3 2024	28,837	$6.20M	2.8%	−590−2.0%	Reduced	Holders
Q2 2024	29,427	$6.20M	2.8%	+653+2.3%	Added	Holders
Q1 2024	28,774	$4.93M	2.2%	−819−2.8%	Reduced	Holders
Q4 2023	29,593	$5.70M	2.8%	−1,820−5.8%	Reduced	Holders
Q3 2023	31,413	$5.38M	2.9%	−667−2.1%	Reduced	Holders
Q2 2023	32,080	$6.22M	3.3%	−59−0.2%	Reduced	Holders
Q1 2023	32,139	$5.30M	3.2%	−526−1.6%	Reduced	Holders
Q4 2022	32,665	$4.24M	2.8%	−740−2.2%	Reduced	Holders
Q3 2022	33,405	$4.62M	3.3%	+724+2.2%	Added	Holders
Q2 2022	32,681	$4.47M	3.3%	+1,991+6.5%	Added	Holders
Q1 2022	30,690	$5.36M	3.4%	−61−0.2%	Reduced	Holders
Q4 2021	30,751	$5.46M	3.2%	−39−0.1%	Reduced	Holders
Q3 2021	30,790	$4.36M	2.9%	−342−1.1%	Reduced	Holders
Q2 2021	31,132	$4.26M	3.0%	−1,435−4.4%	Reduced	Holders
Q1 2021	32,567	$3.98M	3.1%	–	–	Holders

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