APPLE INC · CUSIP 037833100 · CIK 1820681
As of 2026-06-30, Snider Financial Group reported 21.41K AAPL (shares), valued at $6.20M, or 1.58% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 28.52%; reported value decreased 18.51%, and weight changed -0.71 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 | 1.58% | 21,410 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 2.29% | 29,954 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 2.99% | 41,319 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 3.02% | 43,467 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 2.65% | 44,826 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 3.21% | 44,421 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 3.63% | 46,777 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 2.56% | 30,006 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 2.51% | 30,824 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 2.18% | 30,524 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 2.26% | 25,505 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 2.01% | 24,312 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.01% | 24,312 | $4.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 2.26% | 25,505 | $4.91M | Shares increased 4.91%; reported value increased 17.97%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 2.18% | 30,524 | $5.23M | Shares increased 19.68%; reported value increased 6.59%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.51% | 30,824 | $6.49M | Shares increased 0.98%; reported value increased 24.03%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 2.56% | 30,006 | $6.99M | Shares decreased 2.65%; reported value increased 7.69%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 3.63% | 46,777 | $11.71M | Shares increased 55.89%; reported value increased 67.55%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 3.21% | 44,421 | $9.87M | Shares decreased 5.04%; reported value decreased 15.77%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 2.65% | 44,826 | $9.20M | Shares increased 0.91%; reported value decreased 6.79%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 3.02% | 43,467 | $11.07M | Shares decreased 3.03%; reported value increased 20.34%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 2.99% | 41,319 | $11.23M | Shares decreased 4.94%; reported value increased 1.49%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.29% | 29,954 | $7.60M | Shares decreased 27.51%; reported value decreased 32.32%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 1.58% | 21,410 | $6.20M | Shares decreased 28.52%; reported value decreased 18.51%, and weight changed -0.71 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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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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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.