APPLE INC · CUSIP 037833100 · CIK 1759320
As of 2026-06-30, Oxinas Partners, LLC reported 27.73K AAPL (shares), valued at $8.02M, or 3.16% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 1.74%; reported value increased 12.03%, and weight changed -0.11 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 | 3.16% | 27,726 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 3.27% | 28,218 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 3.72% | 28,455 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 4.00% | 29,318 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 3.49% | 33,123 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 4.76% | 36,295 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 5.15% | 35,083 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 5.14% | 35,996 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 5.07% | 36,186 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 4.00% | 35,939 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 5.13% | 37,582 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 4.94% | 38,797 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.94% | 38,797 | $6.64M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 5.13% | 37,582 | $7.24M | Shares decreased 3.13%; reported value increased 8.93%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 4.00% | 35,939 | $6.16M | Shares decreased 4.37%; reported value decreased 14.83%, and weight changed -1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 5.07% | 36,186 | $7.62M | Shares increased 0.69%; reported value increased 23.67%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 5.14% | 35,996 | $8.39M | Shares decreased 0.53%; reported value increased 10.05%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 5.15% | 35,083 | $8.79M | Shares decreased 2.54%; reported value increased 4.75%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 4.76% | 36,295 | $8.06M | Shares increased 3.45%; reported value decreased 8.23%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 3.49% | 33,123 | $6.80M | Shares decreased 8.74%; reported value decreased 15.71%, and weight changed -1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 4.00% | 29,318 | $7.47M | Shares decreased 11.49%; reported value increased 9.85%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 3.72% | 28,455 | $7.74M | Shares decreased 2.94%; reported value increased 3.63%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.27% | 28,218 | $7.16M | Shares decreased 0.83%; reported value decreased 7.43%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 3.16% | 27,726 | $8.02M | Shares decreased 1.74%; reported value increased 12.03%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 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.