SEC 13F Intelligence

Landmark Financial Advisors, LLC / AAPL

Landmark Financial Advisors, LLC’s Apple Inc Position

Does Landmark Financial Advisors, LLC own Apple Inc (AAPL)? Yes28.4K shares worth $5M (+1.97% of its 13F portfolio) as of Q4 2023, up from 28.1K shares the prior filed quarter.

Position Value
$5M
Q4 2023
Shares
28.4K
% of Portfolio
+1.97%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $5MQ4 ’23: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202328.4K$5M+1.97%
Q3 202328.1K$5M+1.96%
Q2 202328.5K$6M+2.27%
Q1 202329.5K$5M+2.14%
Q4 202230.5K$4M+1.83%
Q3 202231.7K$4M+2.31%
Q2 202230.6K$4M+2.06%
Q1 202231.2K$5M+2.44%
Q4 202131.4K$6M+2.48%
Q3 202130.6K$4M+2.02%
Q2 202130.4K$4M+1.99%
Q1 202130.6K$4M+2.01%
Q4 202031.4K$4M+2.28%
Q3 202034.8K$4M+2.57%
Q2 20206.9K$3M+1.68%
Q1 20205.6K$2M+1.10%
Q4 20195.5K$2M+1.02%
Q3 20197.4K$2M+1.02%
Q2 20197.4K$1M+0.89%
Q1 20197.3K$1M+0.91%
Q4 20187.3K$1M+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Landmark Financial Advisors, LLC’s full portfolio or all institutional holders of AAPL.