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Aletheian Wealth Advisors LLC

SEC CIK
0001922281
Latest filing
Jul 8, 2026

AAPL holding history

Apple Inc. in every 13F filed by Aletheian Wealth 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)
17,119
Value
$4.95M
% of portfolio
2.1%
Quarters held
18
Since Q4 2021
Holdings of AAPL by Aletheian Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,119$4.95M2.1%+1,751+11.4%AddedHolders
Q1 202615,368$3.90M1.9%–No prior filingHolders
Q4 2025––––Not filedHolders
Q3 202517,822$4.54M2.1%−254−1.4%ReducedHolders
Q2 202518,076$3.71M1.8%−780−4.1%ReducedHolders
Q1 202518,856$4.19M2.4%+3,248+20.8%AddedHolders
Q4 202415,608$3.91M2.3%+572+3.8%AddedHolders
Q3 202415,036$3.50M2.0%−402−2.6%ReducedHolders
Q2 202415,438$3.25M1.7%−11,338−42.3%ReducedHolders
Q1 202426,776$4.59M2.5%+11,116+71.0%AddedHolders
Q4 202315,660$3.02M2.0%−1,149−6.8%ReducedHolders
Q3 202316,809$2.88M2.2%−1,272−7.0%ReducedHolders
Q2 202318,081$3.51M2.4%+6,373+54.4%AddedHolders
Q1 202311,708$1.93M1.7%−440−3.6%ReducedHolders
Q4 202212,148$1.58M1.4%+3,765+44.9%AddedHolders
Q3 20228,383$1.16M1.3%−1,801−17.7%ReducedHolders
Q2 202210,184$1.39M1.4%+1,895+22.9%AddedHolders
Q1 20228,289$1.45M1.4%+1,221+17.3%AddedHolders
Q4 20217,068$1.25M1.2%–No prior filingHolders