SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / AAPL

Swaine & Leidel Wealth Services, LLC’s Apple Inc Position

Does Swaine & Leidel Wealth Services, LLC own Apple Inc (AAPL)? Yes — 3.6K shares worth $4M (+2.78% of its 13F portfolio) as of Q1 2022, down from 41.5K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
3.6K
% of Portfolio
+2.78%
Quarters Held
9
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q4 ’19: $5MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $3MQ3 ’20Q4 ’20: $4MQ1 ’21: $4MQ1 ’21Q3 ’21: $6MQ1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20223.6K$4M+2.78%
Q3 202141.5K$6M+5.19%
Q1 202129.6K$4M+2.33%
Q4 202028.6K$4M+2.75%
Q3 202023.9K$3M+2.70%
Q2 202013.8K$5M+5.13%
Q1 202013.8K$4M+3.64%
Q4 201916.4K$5M+4.02%
Q1 201913.4K$3M+3.22%

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