APPLE INC · CUSIP 037833100 · CIK 1846994
As of 2026-06-30, Echo Wealth Management, LLC reported 7.95K AAPL (shares), valued at $2.30M, or 1.17% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 8.51%; reported value increased 23.72%, and weight changed +0.10 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 | 1.17% | 7,954 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.07% | 7,330 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 1.71% | 10,753 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 1.69% | 11,339 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 3.00% | 23,897 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 4.41% | 29,387 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 5.53% | 31,952 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 5.16% | 32,153 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 4.63% | 29,185 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 2.51% | 17,635 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 2.04% | 11,770 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 2.32% | 12,605 | SEC filing ↗Filed Oct 20, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.32% | 12,605 | $2.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 20, 2023 |
| Q4 2023 | 2.04% | 11,770 | $2.18M | Shares decreased 6.62%; reported value increased 1.20%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 2.51% | 17,635 | $3.02M | Shares increased 49.83%; reported value increased 38.46%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 4.63% | 29,185 | $6.15M | Shares increased 65.49%; reported value increased 103.27%, and weight changed +2.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 5.16% | 32,153 | $7.38M | Shares increased 10.17%; reported value increased 20.07%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 5.53% | 31,952 | $8.00M | Shares decreased 0.63%; reported value increased 8.41%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 4.41% | 29,387 | $6.53M | Shares decreased 8.03%; reported value decreased 18.42%, and weight changed -1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 3.00% | 23,897 | $4.90M | Shares decreased 18.68%; reported value decreased 24.89%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 1.69% | 11,339 | $2.89M | Shares decreased 52.55%; reported value decreased 41.11%, and weight changed -1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 1.71% | 10,753 | $2.92M | Shares decreased 5.17%; reported value increased 1.25%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 1.07% | 7,330 | $1.86M | Shares decreased 31.83%; reported value decreased 36.36%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 1.17% | 7,954 | $2.30M | Shares increased 8.51%; reported value increased 23.72%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 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.