Souders Financial Advisors

SEC CIK: 0001811240
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Souders Financial Advisors, 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): 62,685
Value: $18.1M
% of portfolio: 1.8%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Souders Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	62,685	$18.1M	1.8%	+916+1.5%	Added	Holders
Q1 2026	61,769	$15.7M	1.8%	+1,180+1.9%	Added	Holders
Q4 2025	60,589	$16.5M	1.9%	+933+1.6%	Added	Holders
Q3 2025	59,656	$15.2M	1.8%	+1,766+3.1%	Added	Holders
Q2 2025	57,890	$11.9M	1.5%	−840−1.4%	Reduced	Holders
Q1 2025	58,730	$13.0M	1.8%	−3,112−5.0%	Reduced	Holders
Q4 2024	61,842	$15.5M	2.2%	−11,645−15.8%	Reduced	Holders
Q3 2024	73,487	$17.1M	2.4%	−3,516−4.6%	Reduced	Holders
Q2 2024	77,003	$16.2M	2.4%	+2,283+3.1%	Added	Holders
Q1 2024	74,720	$12.8M	2.0%	+3,966+5.6%	Added	Holders
Q4 2023	70,754	$13.6M	2.3%	−6,188−8.0%	Reduced	Holders
Q3 2023	76,942	$13.2M	2.5%	−2,668−3.4%	Reduced	Holders
Q2 2023	79,610	$15.4M	3.0%	−2,591−3.2%	Reduced	Holders
Q1 2023	82,201	$13.6M	2.9%	+3,162+4.0%	Added	Holders
Q4 2022	79,039	$10.3M	2.3%	+124+0.2%	Added	Holders
Q3 2022	78,915	$10.9M	3.0%	−9,910−11.2%	Reduced	Holders
Q2 2022	88,825	$12.1M	3.5%	+9,902+12.5%	Added	Holders
Q1 2022	78,923	$13.8M	4.0%	−3,626−4.4%	Reduced	Holders
Q4 2021	82,549	$14.7M	4.2%	−1,774−2.1%	Reduced	Holders
Q3 2021	84,323	$11.9M	3.8%	+1,127+1.4%	Added	Holders
Q2 2021	83,196	$11.4M	3.8%	−4,953−5.6%	Reduced	Holders
Q1 2021	88,149	$10.8M	4.2%	–	–	Holders

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