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BCU Wealth Advisors, LLC

SEC CIK
0002003570
Latest filing
Jul 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by BCU 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)
1,086
Value
$314.3K
% of portfolio
0.1%
Quarters held
10
Since Q4 2023
Holdings of AAPL by BCU Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,086$314.3K0.1%+136+14.3%AddedHolders
Q1 2026950$241.1K0.1%00.0%UnchangedHolders
Q4 2025950$258.3K0.1%00.0%UnchangedHolders
Q3 2025950$241.9K0.1%+950NewHolders
Q2 20250$00.0%−3,309−100.0%Sold outHolders
Q1 20253,309$735.0K0.4%+3+0.1%AddedHolders
Q4 20243,306$827.9K0.5%+3+0.1%AddedHolders
Q3 20243,303$769.6K0.5%+3+0.1%AddedHolders
Q2 20243,300$695.1K0.5%−327−9.0%ReducedHolders
Q1 20243,627$621.9K0.5%+322+9.7%AddedHolders
Q4 20233,305$636.2K0.7%–No prior filingHolders