SEC 13F Intelligence

Lumature Wealth Partners, LLC / AAPL

Lumature Wealth Partners, LLC’s Apple Inc Position

Does Lumature Wealth Partners, LLC own Apple Inc (AAPL)? Yes — 26.4K shares worth $5M (+3.04% of its 13F portfolio) as of Q2 2023, down from 26.6K shares the prior filed quarter.

Position Value
$5M
Q2 2023
Shares
26.4K
% of Portfolio
+3.04%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202326.4K$5M+3.04%
Q1 202326.6K$4M+2.46%
Q4 202225.8K$3M+1.88%
Q3 202226.6K$4M+1.97%
Q2 202226.1K$4M+1.59%
Q1 202231.0K$5M+2.17%
Q4 202134.2K$6M+2.36%
Q3 202134.7K$5M+2.01%
Q2 202133.3K$5M+1.89%
Q1 202131.0K$4M+1.99%
Q4 202030.3K$4M+3.80%

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