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Evernest Financial Advisors, LLC

SEC CIK
0002009530
Latest filing
Aug 5, 2026

AAPL holding history

Apple Inc. in every 13F filed by Evernest Financial 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)
53,254
Value
$15.4M
% of portfolio
3.2%
Quarters held
12
Since Q4 2021
Holdings of AAPL by Evernest Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,254$15.4M3.2%−81,868−60.6%ReducedHolders
Q1 2026135,122$36.2M7.5%+99+0.1%AddedHolders
Q4 2025135,023$37.1M7.8%+96,938+254.5%AddedHolders
Q3 202538,085$9.70M2.7%+783+2.1%AddedHolders
Q2 202537,302$7.65M2.5%+395+1.1%AddedHolders
Q1 202536,907$8.20M2.9%−112,895−75.4%ReducedHolders
Q4 2024149,802$37.5M9.7%−1,543−1.0%ReducedHolders
Q3 2024151,345$35.3M9.5%+113,406+298.9%AddedHolders
Q2 202437,939$7.99M3.6%+4,781+14.4%AddedHolders
Q1 202433,158$5.47M2.6%−2,003−5.7%ReducedHolders
Q4 202335,161$6.77M3.4%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202131,497$5.95M3.1%–No prior filingHolders