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Livermore
Livermore
ZHEN

Baron Financial Group, LLC

SEC CIK
0001832093
Latest filing
Jul 9, 2026

AAPL holding history

Apple Inc. in every 13F filed by Baron Financial Group, 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)
5,986
Value
$1.73M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Baron Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,986$1.73M0.8%+20.0%AddedHolders
Q1 20265,984$1.52M0.8%−1,778−22.9%ReducedHolders
Q4 20257,762$2.11M1.1%+340+4.6%AddedHolders
Q3 20257,422$1.89M1.0%+1,707+29.9%AddedHolders
Q2 20255,715$1.17M0.7%−278−4.6%ReducedHolders
Q1 20255,993$1.33M0.8%−908−13.2%ReducedHolders
Q4 20246,901$1.73M1.1%+20.0%AddedHolders
Q3 20246,899$1.61M1.0%−168−2.4%ReducedHolders
Q2 20247,067$1.49M0.9%−2,401−25.4%ReducedHolders
Q1 20249,468$1.62M1.0%−257−2.6%ReducedHolders
Q4 20239,725$1.87M1.2%+30.0%AddedHolders
Q3 20239,722$1.66M1.1%−57−0.6%ReducedHolders
Q2 20239,779$1.90M1.2%−66−0.7%ReducedHolders
Q1 20239,845$1.62M1.0%+28+0.3%AddedHolders
Q4 20229,817$1.28M0.8%+517+5.6%AddedHolders
Q3 20229,300$1.28M0.9%+138+1.5%AddedHolders
Q2 20229,162$1.25M0.8%+437+5.0%AddedHolders
Q1 20228,725$1.52M0.9%−89−1.0%ReducedHolders
Q4 20218,814$1.57M0.9%−20−0.2%ReducedHolders
Q3 20218,834$1.25M0.8%+10.0%AddedHolders
Q2 20218,833$1.21M0.8%+100+1.1%AddedHolders
Q1 20218,733$1.07M0.7%––Holders

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