SEC 13F Intelligence

Mosaic Family Wealth, LLC / AAPL

Mosaic Family Wealth, LLC’s Apple Inc Position

Does Mosaic Family Wealth, LLC own Apple Inc (AAPL)? Yes72.0K shares worth $13M (+3.33% of its 13F portfolio) as of Q4 2021, down from 73.3K shares the prior filed quarter.

Position Value
$13M
Q4 2021
Shares
72.0K
% of Portfolio
+3.33%
Quarters Held
13
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ2 ’19Q3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ2 ’20Q3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $13MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202172.0K$13M+3.33%
Q3 202173.3K$10M+2.87%
Q2 202175.0K$10M+2.97%
Q1 202178.5K$10M+2.77%
Q4 202078.6K$10M+3.48%
Q3 202078.6K$9M+3.41%
Q2 202019.5K$7M+2.94%
Q1 202019.8K$5M+2.56%
Q4 201919.7K$6M+2.33%
Q3 201920.7K$5M+1.91%
Q2 201919.2K$4M+1.59%
Q1 201921.0K$4M+1.61%
Q4 201824.2K$4M+1.57%

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