ALPHABET INC-CL C · CUSIP 02079K107 · CIK 1044929
As of 2026-06-30, ATWOOD & PALMER INC reported 236.54K GOOG (shares), valued at $83.58M, or 4.46% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares decreased 1.39%; reported value increased 21.46%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.46% | 236,545 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 3.88% | 239,876 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 4.34% | 243,574 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 3.54% | 247,545 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 2.75% | 248,181 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 2.66% | 245,265 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 3.21% | 246,124 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 2.80% | 246,113 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 3.37% | 242,582 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 2.81% | 243,092 | SEC filing ↗Filed Apr 10, 2024 |
| Q4 2023 | 2.76% | 242,403 | SEC filing ↗Filed Jan 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.76% | 242,403 | $34.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 2.81% | 243,092 | $37.01M | Shares increased 0.28%; reported value increased 8.35%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2024 |
| Q2 2024 | 3.37% | 242,582 | $44.49M | Shares decreased 0.21%; reported value increased 20.21%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 2.80% | 246,113 | $41.15M | Shares increased 1.46%; reported value decreased 7.52%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 3.21% | 246,124 | $46.87M | Shares increased 0.00%; reported value increased 13.91%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 2.66% | 245,265 | $38.32M | Shares decreased 0.35%; reported value decreased 18.25%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 2.75% | 248,181 | $44.02M | Shares increased 1.19%; reported value increased 14.89%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 3.54% | 247,545 | $60.29M | Shares decreased 0.26%; reported value increased 36.94%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 4.34% | 243,574 | $76.43M | Shares decreased 1.60%; reported value increased 26.78%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 3.88% | 239,876 | $68.81M | Shares decreased 1.52%; reported value decreased 9.97%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 4.46% | 236,545 | $83.58M | Shares decreased 1.39%; reported value increased 21.46%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.