APPLE INC · CUSIP 037833100 · CIK 1886707
As of 2026-06-30, ARS Wealth Advisors Group, LLC reported 179.05K AAPL (shares), valued at $51.81M, or 4.05% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares increased 0.76%; reported value increased 14.88%, and weight changed +0.24 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 | 4.05% | 179,048 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 3.81% | 177,700 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 4.30% | 175,574 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 4.43% | 176,205 | SEC filing ↗Filed Oct 6, 2025 |
| Q2 2025 | 4.22% | 178,098 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 5.13% | 179,334 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 4.86% | 177,842 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 4.23% | 182,753 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 5.20% | 182,171 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 5.35% | 190,518 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.35% | 190,518 | $32.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 5.20% | 182,171 | $35.07M | Shares decreased 4.38%; reported value increased 7.53%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 4.23% | 182,753 | $31.34M | Shares increased 0.32%; reported value decreased 10.65%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 4.86% | 177,842 | $37.46M | Shares decreased 2.69%; reported value increased 19.52%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 5.13% | 179,334 | $41.78M | Shares increased 0.84%; reported value increased 11.55%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | 4.22% | 178,098 | $36.54M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 4.43% | 176,205 | $44.87M | Shares decreased 1.06%; reported value increased 22.79%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 6, 2025 |
| Q4 2025 | 4.30% | 175,574 | $47.73M | Shares decreased 0.36%; reported value increased 6.38%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 3.81% | 177,700 | $45.10M | Shares increased 1.21%; reported value decreased 5.52%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 4.05% | 179,048 | $51.81M | Shares increased 0.76%; reported value increased 14.88%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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