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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

AAPL holding history

Apple Inc. in every 13F filed by West 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)
16,662
Value
$4.82M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of AAPL by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,662$4.82M0.7%+900+5.7%AddedHolders
Q1 202615,762$4.00M0.7%−114−0.7%ReducedHolders
Q4 202515,876$4.32M0.7%−2,622−14.2%ReducedHolders
Q3 202518,498$4.71M0.8%+304+1.7%AddedHolders
Q2 202518,194$3.73M0.6%+10.0%AddedHolders
Q1 202518,193$4.04M0.8%−236−1.3%ReducedHolders
Q4 202418,429$4.61M0.9%+4,799+35.2%AddedHolders
Q3 202413,630$3.18M0.6%+418+3.2%AddedHolders
Q2 202413,212$2.78M0.6%+601+4.8%AddedHolders
Q1 202412,611$2.16M0.5%00.0%UnchangedHolders
Q4 202312,611$2.43M0.6%−81−0.6%ReducedHolders
Q3 202312,692$2.17M0.5%+36+0.3%AddedHolders
Q2 202312,656$2.45M0.6%−1,017−7.4%ReducedHolders
Q1 202313,673$2.25M0.6%+523+4.0%AddedHolders
Q4 202213,150$1.71M0.5%−2,131−13.9%ReducedHolders
Q3 202215,281$2.11M0.6%+20.0%AddedHolders
Q2 202215,279$2.09M0.6%−77−0.5%ReducedHolders
Q1 202215,356$2.68M0.7%+46+0.3%AddedHolders
Q4 202115,310$2.72M0.7%−42−0.3%ReducedHolders
Q3 202115,352$2.17M0.6%+10.0%AddedHolders
Q2 202115,351$2.10M0.6%+10.0%AddedHolders
Q1 202115,350$1.88M0.6%––Holders

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