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Livermore
Livermore
ZHEN

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

AAPL holding history

Apple Inc. in every 13F filed by Collaborative Wealth Managment Inc., 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)
20,924
Value
$6.05M
% of portfolio
2.5%
Quarters held
19
Since Q1 2021
Holdings of AAPL by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,924$6.05M2.5%−151−0.7%ReducedHolders
Q1 202621,075$5.35M2.5%−7,148−25.3%ReducedHolders
Q4 202528,223$7.67M2.7%+4,800+20.5%AddedHolders
Q3 202523,423$5.96M2.4%−188−0.8%ReducedHolders
Q2 202523,611$4.84M2.1%−83−0.4%ReducedHolders
Q1 202523,694$5.26M2.5%−1,196−4.8%ReducedHolders
Q4 202424,890$6.23M2.8%−1,549−5.9%ReducedHolders
Q3 202426,439$6.16M2.8%−72−0.3%ReducedHolders
Q2 202426,511$5.58M2.7%−75−0.3%ReducedHolders
Q1 202426,586$4.56M2.3%−444−1.6%ReducedHolders
Q4 202327,030$5.20M2.8%−442−1.6%ReducedHolders
Q3 202327,472$4.70M2.8%−358−1.3%ReducedHolders
Q2 202327,830$5.40M3.2%+55+0.2%AddedHolders
Q1 202327,775$4.58M2.9%−118−0.4%ReducedHolders
Q4 202227,893$3.62M2.4%+69+0.2%AddedHolders
Q3 202227,824$3.85M2.7%+135+0.5%AddedHolders
Q2 202227,689$3.79M2.5%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202129,224$5.19M2.8%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202127,691$4.83M2.8%––Holders

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