APPLE INC · CUSIP 037833100 · CIK 1713520
As of 2026-06-30, Crescent Grove Advisors, LLC reported 73.59K AAPL (shares), valued at $21.30M, or 1.80% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 0.36%; reported value increased 13.60%, and weight changed -0.06 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 | 1.80% | 73,594 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 1.86% | 73,863 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 1.89% | 73,112 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 1.92% | 78,630 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.55% | 78,196 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.83% | 79,048 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 2.00% | 80,667 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 1.91% | 80,358 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 1.90% | 82,189 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 1.85% | 103,638 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 2.26% | 105,450 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 2.26% | 105,999 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.26% | 105,999 | $18.15M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 2.26% | 105,450 | $20.30M | Shares decreased 0.52%; reported value increased 11.87%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.85% | 103,638 | $17.77M | Shares decreased 1.72%; reported value decreased 12.46%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 1.90% | 82,189 | $17.31M | Shares decreased 20.70%; reported value decreased 2.60%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 1.91% | 80,358 | $18.72M | Shares decreased 2.23%; reported value increased 8.16%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 2.00% | 80,667 | $20.20M | Shares increased 0.38%; reported value increased 7.89%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 1.83% | 79,048 | $17.56M | Shares decreased 2.01%; reported value decreased 13.08%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 1.55% | 78,196 | $16.04M | Shares decreased 1.08%; reported value decreased 8.63%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.92% | 78,630 | $20.02M | Shares increased 0.56%; reported value increased 24.80%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.89% | 73,112 | $19.88M | Shares decreased 7.02%; reported value decreased 0.73%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 1.86% | 73,863 | $18.75M | Shares increased 1.03%; reported value decreased 5.69%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 1.80% | 73,594 | $21.30M | Shares decreased 0.36%; reported value increased 13.60%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 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.