APPLE INC · CUSIP 037833100 · CIK 1756543
As of 2026-06-30, RVW Wealth, LLC reported 132.16K AAPL (shares), valued at $38.24M, or 2.52% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares decreased 2.82%; reported value increased 10.80%, and weight changed -0.17 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 | 2.52% | 132,157 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 2.69% | 135,988 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 2.80% | 134,616 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 2.64% | 132,724 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 2.18% | 125,008 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 2.61% | 124,856 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.76% | 118,321 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 1.83% | 84,328 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.78% | 84,473 | SEC filing ↗Filed Jul 8, 2024 |
| Q1 2024 | 1.48% | 83,938 | SEC filing ↗Filed Apr 8, 2024 |
| Q4 2023 | 1.79% | 84,797 | SEC filing ↗Filed Jan 8, 2024 |
| Q3 2023 | 1.76% | 85,185 | SEC filing ↗Filed Oct 12, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.76% | 85,185 | $14.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 12, 2023 |
| Q4 2023 | 1.79% | 84,797 | $16.33M | Shares decreased 0.46%; reported value increased 11.94%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2024 |
| Q1 2024 | 1.48% | 83,938 | $14.39M | Shares decreased 1.01%; reported value decreased 11.84%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2024 |
| Q2 2024 | 1.78% | 84,473 | $17.79M | Shares increased 0.64%; reported value increased 23.61%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2024 |
| Q3 2024 | 1.83% | 84,328 | $19.65M | Shares decreased 0.17%; reported value increased 10.44%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.76% | 118,321 | $29.63M | Shares increased 40.31%; reported value increased 50.80%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 2.61% | 124,856 | $27.73M | Shares increased 5.52%; reported value decreased 6.40%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.18% | 125,008 | $25.65M | Shares increased 0.12%; reported value decreased 7.52%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 2.64% | 132,724 | $33.80M | Shares increased 6.17%; reported value increased 31.77%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.80% | 134,616 | $36.60M | Shares increased 1.43%; reported value increased 8.29%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 2.69% | 135,988 | $34.51M | Shares increased 1.02%; reported value decreased 5.70%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 2.52% | 132,157 | $38.24M | Shares decreased 2.82%; reported value increased 10.80%, and weight changed -0.17 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.