SEC 13F Intelligence

Surience Private Wealth LLC / AAPL

Surience Private Wealth LLC’s Apple Inc Position

Does Surience Private Wealth LLC own Apple Inc (AAPL)? Not currently — the last reported position was 7.1K shares worth $2M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2025
Shares
7.1K
% of Portfolio
+2.72%
Quarters Held
4
position exited

Position History AAPL

Reported value by quarter
Q2 ’23: $202,874Q2 ’23Q2 ’24: $4MQ2 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20257.1K$2M+2.72%
Q4 202418.3K$5M+5.93%
Q2 202419.0K$4M+5.15%
Q2 20231.0K$202,874+0.29%

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