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Livermore
Livermore
ZHEN

Financial Alternatives, Inc

SEC CIK
0001967227
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Financial Alternatives, 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)
11,739
Value
$3.40M
% of portfolio
1.7%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Financial Alternatives, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,739$3.40M1.7%+717+6.5%AddedHolders
Q1 202611,022$2.80M1.5%−746−6.3%ReducedHolders
Q4 202511,768$3.20M1.9%−2,090−15.1%ReducedHolders
Q3 202513,858$3.53M2.1%+713+5.4%AddedHolders
Q2 202513,145$2.70M1.8%00.0%UnchangedHolders
Q1 202513,145$2.92M2.1%−12−0.1%ReducedHolders
Q4 202413,157$3.29M2.3%−206−1.5%ReducedHolders
Q3 202413,363$3.11M2.2%00.0%UnchangedHolders
Q2 202413,363$2.81M2.1%+6,791+103.3%AddedHolders
Q1 20246,572$1.13M0.9%+10.0%AddedHolders
Q4 20236,571$1.27M1.1%00.0%UnchangedHolders
Q3 20236,571$1.13M1.0%00.0%UnchangedHolders
Q2 20236,571$1.27M1.2%−73−1.1%ReducedHolders
Q1 20236,644$1.10M1.0%−605−8.3%ReducedHolders
Q4 20227,249$941.9K0.9%–No prior filingHolders