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Cyndeo Wealth Partners, LLC

SEC CIK
0001950947
Latest filing
Jul 21, 2026

AAPL holding history

Apple Inc. in every 13F filed by Cyndeo Wealth Partners, 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)
233,368
Value
$67.5M
% of portfolio
3.2%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Cyndeo Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026233,368$67.5M3.2%+7,550+3.3%AddedHolders
Q1 2026225,818$57.3M3.0%+16,122+7.7%AddedHolders
Q4 2025209,696$57.0M3.1%+5,674+2.8%AddedHolders
Q3 2025204,022$52.0M2.9%−4,102−2.0%ReducedHolders
Q2 2025208,124$42.7M2.5%+7,649+3.8%AddedHolders
Q1 2025200,475$44.5M2.9%+18,103+9.9%AddedHolders
Q4 2024182,372$45.7M3.1%+7,674+4.4%AddedHolders
Q3 2024174,698$40.7M2.8%+46,261+36.0%AddedHolders
Q2 2024128,437$27.1M2.1%+663+0.5%AddedHolders
Q1 2024127,774$21.9M1.8%−233−0.2%ReducedHolders
Q4 2023128,007$24.6M2.3%+19,311+17.8%AddedHolders
Q3 2023108,696$18.6M1.9%+3,264+3.1%AddedHolders
Q2 2023105,432$20.5M2.1%−5,296−4.8%ReducedHolders
Q1 2023110,728$18.3M2.0%−13,769−11.1%ReducedHolders
Q4 2022124,497$16.2M1.9%–No prior filingHolders