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ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by ForthRight Wealth Management, 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)
9,990
Value
$2.89M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of AAPL by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,990$2.89M0.7%−273−2.7%ReducedHolders
Q1 202610,263$2.60M0.7%00.0%UnchangedHolders
Q4 202510,263$2.79M0.8%−333−3.1%ReducedHolders
Q3 202510,596$2.70M0.8%+660+6.6%AddedHolders
Q2 20259,936$2.04M0.6%+25+0.3%AddedHolders
Q1 20259,911$2.20M0.7%−218−2.2%ReducedHolders
Q4 202410,129$2.54M0.8%+16+0.2%AddedHolders
Q3 202410,113$2.36M0.8%−209−2.0%ReducedHolders
Q2 202410,322$2.17M0.8%−635−5.8%ReducedHolders
Q1 202410,957$1.88M0.7%−140−1.3%ReducedHolders
Q4 202311,097$2.14M0.8%+67+0.6%AddedHolders
Q3 202311,030$1.89M0.8%−783−6.6%ReducedHolders
Q2 202311,813$2.29M1.0%−898−7.1%ReducedHolders
Q1 202312,711$2.10M1.0%+4,014+46.2%AddedHolders
Q4 20228,697$1.13M0.6%−40−0.5%ReducedHolders
Q3 20228,737$1.21M0.7%+1,829+26.5%AddedHolders
Q2 20226,908$944.0K0.5%+50+0.7%AddedHolders
Q1 20226,858$1.20M0.6%−16−0.2%ReducedHolders
Q4 20216,874$1.22M0.7%−365−5.0%ReducedHolders
Q3 20217,239$1.02M0.6%+102+1.4%AddedHolders
Q2 20217,137$977.0K0.6%−79−1.1%ReducedHolders
Q1 20217,216$881.0K0.6%––Holders

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