SEC 13F Intelligence

Fi3 Financial Advisors, LLC / AAPL

Fi3 Financial Advisors, LLC’s Apple Inc Position

Does Fi3 Financial Advisors, LLC own Apple Inc (AAPL)? Yes44.0K shares worth $11M (+3.22% of its 13F portfolio) as of Q1 2026, up from 39.9K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
44.0K
% of Portfolio
+3.22%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $5MQ3 ’22Q4 ’22: $5MQ1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ3 ’25: $10MQ3 ’25Q4 ’25: $11MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.0K$11M+3.22%
Q4 202539.9K$11M+3.32%
Q3 202538.0K$10M+3.27%
Q2 202540.7K$8M+3.01%
Q1 202540.2K$9M+3.63%
Q4 202441.8K$10M+3.92%
Q3 202442.2K$10M+3.91%
Q2 202441.2K$9M+3.82%
Q1 202441.2K$8M+3.47%
Q4 202337.6K$7M+3.45%
Q3 202339.9K$7M+3.68%
Q2 202337.8K$7M+3.84%
Q1 202337.9K$6M+3.33%
Q4 202238.5K$5M+2.86%
Q3 202234.5K$5M+4.34%
Q2 202223.0K$3M+2.76%
Q1 202222.2K$4M+3.01%
Q4 202121.5K$4M+2.49%
Q3 202121.6K$3M+2.03%
Q2 202121.7K$3M+2.19%
Q1 202114.7K$2M+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fi3 Financial Advisors, LLC’s full portfolio or all institutional holders of AAPL.