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Livermore
Livermore
ZHEN

Trellis Wealth Advisors LLC

SEC CIK
0001989031
Latest filing
Jul 15, 2026

AAPL holding history

Apple Inc. in every 13F filed by Trellis 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)
2,708
Value
$783.6K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Trellis Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,708$783.6K0.3%00.0%UnchangedHolders
Q1 20262,708$687.2K0.3%−1,436−34.7%ReducedHolders
Q4 20254,144$1.13M0.4%−48−1.1%ReducedHolders
Q3 20254,192$1.07M0.4%00.0%UnchangedHolders
Q2 20254,192$860.1K0.4%00.0%UnchangedHolders
Q1 20254,192$931.2K0.5%−2,673−38.9%ReducedHolders
Q4 20246,865$1.72M0.9%00.0%UnchangedHolders
Q3 20246,865$1.60M0.8%+2,777+67.9%AddedHolders
Q2 20244,088$861.0K0.5%00.0%UnchangedHolders
Q1 20244,088$701.0K0.4%−564−12.1%ReducedHolders
Q4 20234,652$895.6K0.5%00.0%UnchangedHolders
Q3 20234,652$796.4K0.5%00.0%UnchangedHolders
Q2 20234,652$902.3K0.6%+10.0%AddedHolders
Q1 20234,651$767.0K0.6%00.0%UnchangedHolders
Q4 20224,651$604.3K0.5%–No prior filingHolders