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Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by Plotkin 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 overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
29,022
Value
$8.40M
% of portfolio
3.5%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,022$8.40M3.5%+65+0.2%AddedHolders
Q1 202628,957$7.35M3.7%+586+2.1%AddedHolders
Q4 202528,371$7.71M3.8%−95−0.3%ReducedHolders
Q3 202528,466$7.25M3.6%00.0%UnchangedHolders
Q2 202528,466$5.84M3.2%−102−0.4%ReducedHolders
Q1 202528,568$6.35M3.9%−122−0.4%ReducedHolders
Q4 202428,690$7.18M4.3%−41−0.1%ReducedHolders
Q3 202428,731$6.69M4.0%−21−0.1%ReducedHolders
Q2 202428,752$6.06M3.9%−1,633−5.4%ReducedHolders
Q1 202430,385$5.21M3.5%+844+2.9%AddedHolders
Q4 202329,541$5.69M4.3%−731−2.4%ReducedHolders
Q3 202330,272$5.18M4.6%+748+2.5%AddedHolders
Q2 202329,524$5.73M4.8%−3,057−9.4%ReducedHolders
Q1 202332,581$5.37M5.0%+140+0.4%AddedHolders
Q4 202232,441$4.22M4.3%−531−1.6%ReducedHolders
Q3 202232,972$4.56M4.6%−90−0.3%ReducedHolders
Q2 202233,062$4.52M4.3%+168+0.5%AddedHolders
Q1 202232,894$5.74M4.0%+1,955+6.3%AddedHolders
Q4 202130,939$5.49M3.5%−1,694−5.2%ReducedHolders
Q3 202132,633$4.62M2.7%−878−2.6%ReducedHolders
Q2 202133,511$4.59M2.5%−1,289−3.7%ReducedHolders
Q1 202134,800$4.25M2.6%––Holders

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