APPLE INC · CUSIP 037833100 · CIK 1776910
As of 2026-06-30, KDK Private Wealth Management, LLC reported 21.67K AAPL (shares), valued at $6.27M, or 5.20% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 166.69%; reported value increased 204.07%, and weight changed +3.31 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 | 5.20% | 21,666 | SEC filing ↗Filed Aug 13, 2026Combination report |
| Q1 2026 | 1.89% | 8,124 | SEC filing ↗Filed Apr 29, 2026Combination report |
| Q4 2025 | 2.42% | 10,210 | SEC filing ↗Filed Feb 11, 2026AmendedCombination report |
| Q3 2025 | 2.09% | 8,087 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 1.94% | 8,841 | SEC filing ↗Filed Aug 13, 2025Combination report |
| Q1 2025 | 2.08% | 8,207 | SEC filing ↗Filed May 6, 2025Combination report |
| Q4 2024 | 2.24% | 8,611 | SEC filing ↗Filed Feb 13, 2025Combination report |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 2.24% | 8,611 | $2.16M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.08% | 8,207 | $1.82M | Shares decreased 4.69%; reported value decreased 15.46%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 1.94% | 8,841 | $1.81M | Shares increased 7.73%; reported value decreased 0.50%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.09% | 8,087 | $2.06M | Shares decreased 8.53%; reported value increased 13.52%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.42% | 10,210 | $2.78M | Shares increased 26.25%; reported value increased 34.80%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 1.89% | 8,124 | $2.06M | Shares decreased 20.43%; reported value decreased 25.72%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 5.20% | 21,666 | $6.27M | Shares increased 166.69%; reported value increased 204.07%, and weight changed +3.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Sources, coverage & how to read this data
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.