SEC 13F Intelligence

Heritage Wealth Management, LLC / AAPL

Heritage Wealth Management, LLC’s Apple Inc Position

Does Heritage Wealth Management, LLC own Apple Inc (AAPL)? Yes — 15.8K shares worth $3M (+1.85% of its 13F portfolio) as of Q2 2024, down from 17.0K shares the prior filed quarter.

Position Value
$3M
Q2 2024
Shares
15.8K
% of Portfolio
+1.85%
Quarters Held
8
currently held

Position History AAPL

Reported value by quarter
Q2 ’21: $4MQ2 ’21Q3 ’21: $5MQ3 ’21Q2 ’22: $7MQ2 ’22Q3 ’22: $6MQ3 ’22Q4 ’22: $11MQ4 ’22Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202415.8K$3M+1.85%
Q1 202417.0K$3M+1.49%
Q4 202317.6K$3M+1.83%
Q4 202285.3K$11M+1.58%
Q3 202241.6K$6M+1.85%
Q2 202239.2K$7M+1.85%
Q3 202132.1K$5M+1.62%
Q2 202130.6K$4M+1.59%

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