APPLE INC · CUSIP 037833100 · CIK 1717658
As of 2026-06-30, DeDora Capital, Inc. reported 53.53K AAPL (shares), valued at $15.49M, or 3.37% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 1.64%; reported value increased 12.15%, and weight changed -0.02 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 | 3.37% | 53,531 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 3.39% | 54,421 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 3.62% | 56,224 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 3.56% | 57,867 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 3.13% | 58,528 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 3.75% | 58,543 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 4.08% | 59,561 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 3.97% | 60,945 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 3.95% | 61,071 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 3.33% | 61,077 | SEC filing ↗Filed Apr 23, 2024Amended |
| Q4 2023 | 4.13% | 61,174 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 4.08% | 60,549 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.08% | 60,549 | $10.37M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 4.13% | 61,174 | $11.78M | Shares increased 1.03%; reported value increased 13.61%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 3.33% | 61,077 | $10.47M | Shares decreased 0.16%; reported value decreased 11.07%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 3.95% | 61,071 | $12.86M | Shares decreased 0.01%; reported value increased 22.81%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 3.97% | 60,945 | $14.20M | Shares decreased 0.21%; reported value increased 10.40%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 4.08% | 59,561 | $14.92M | Shares decreased 2.27%; reported value increased 5.04%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 3.75% | 58,543 | $13.00M | Shares decreased 1.71%; reported value decreased 12.81%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 3.13% | 58,528 | $12.01M | Shares decreased 0.03%; reported value decreased 7.66%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 3.56% | 57,867 | $14.73M | Shares decreased 1.13%; reported value increased 22.71%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 3.62% | 56,224 | $15.28M | Shares decreased 2.84%; reported value increased 3.73%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.39% | 54,421 | $13.81M | Shares decreased 3.21%; reported value decreased 9.64%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 3.37% | 53,531 | $15.49M | Shares decreased 1.64%; reported value increased 12.15%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 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.