SEC 13F Intelligence

Heritage Wealth Partners, LLC / AAPL

Heritage Wealth Partners, LLC’s Apple Inc Position

Does Heritage Wealth Partners, LLC own Apple Inc (AAPL)? Yes — 12.2K shares worth $3M (+4.14% of its 13F portfolio) as of Q1 2025, down from 15.9K shares the prior filed quarter.

Position Value
$3M
Q1 2025
Shares
12.2K
% of Portfolio
+4.14%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $286,955Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202512.2K$3M+4.14%
Q4 202415.9K$4M+5.00%
Q3 202414.8K$3M+4.06%
Q2 202415.3K$3M+4.67%
Q1 202415.9K$3M+6.26%
Q4 202315.9K$3M+6.26%
Q3 202316.1K$3M+5.87%
Q2 202314.1K$3M+1.62%
Q1 20231.7K$286,955+0.23%
Q4 202218.4K$3M+2.49%

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