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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

AAPL holding history

Apple Inc. in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
4,956
Value
$1.54M
% of portfolio
0.9%
Quarters held
7
Since Q4 2024
Holdings of AAPL by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,956$1.54M0.9%+3+0.1%AddedHolders
Q1 20264,953$1.39M1.0%−11,009−69.0%ReducedHolders
Q4 202515,962$4.08M2.8%−12,667−44.2%ReducedHolders
Q3 202528,629$7.73M5.5%+16,949+145.1%AddedHolders
Q2 202511,680$2.67M2.0%−17,865−60.5%ReducedHolders
Q1 202529,545$6.56M6.7%+18,331+163.5%AddedHolders
Q4 202411,214$2.81M2.8%–No prior filingHolders