SEC 13F Intelligence

Affinia Financial Group, LLC / AAPL

Affinia Financial Group, LLC’s Apple Inc Position

Does Affinia Financial Group, LLC own Apple Inc (AAPL)? Yes11.4K shares worth $2M (+1.52% of its 13F portfolio) as of Q2 2023, down from 11.5K shares the prior filed quarter.

Position Value
$2M
Q2 2023
Shares
11.4K
% of Portfolio
+1.52%
Quarters Held
15
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $786,000Q4 ’19Q1 ’20: $661,000Q2 ’20: $879,000Q2 ’20Q3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202311.4K$2M+1.52%
Q1 202311.5K$2M+1.40%
Q4 202210.1K$1M+1.12%
Q3 202210.1K$1M+1.57%
Q2 202210.3K$2M+1.27%
Q1 202210.0K$2M+1.28%
Q4 202110.1K$2M+1.11%
Q3 202110.1K$2M+0.96%
Q2 202110.7K$2M+0.95%
Q1 202110.8K$1M+0.87%
Q4 202011.8K$2M+1.08%
Q3 202011.9K$1M+0.97%
Q2 20202.4K$879,000+0.73%
Q1 20202.6K$661,000+0.61%
Q4 20192.7K$786,000+0.51%

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