SEC 13F Intelligence

Englebert Financial Advisers, LLC / AAPL

Englebert Financial Advisers, LLC’s Apple Inc Position

Does Englebert Financial Advisers, LLC own Apple Inc (AAPL)? Yes — 4.4K shares worth $1M (+1.26% of its 13F portfolio) as of Q1 2026, up from 2.9K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
4.4K
% of Portfolio
+1.26%
Quarters Held
2
currently held

Position History AAPL

Reported value by quarter
Q4 ’25: $787,035Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.4K$1M+1.26%
Q4 20252.9K$787,035+0.90%

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