APPLE INC · CUSIP 037833100 · CIK 1964680
As of 2026-03-31, Significant Wealth Partners LLC reported 1.54K AAPL (shares), valued at $391.09K, or 0.48% of its reported non-derivative portfolio. Filed 2026-04-08.
Verify history & sources →Shares decreased 0.52%; reported value decreased 7.13%, and weight changed +0.01 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 | Not reported | Not reported | — |
| Q1 2026 | 0.48% | 1,541 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 0.47% | 1,549 | SEC filing ↗Filed Jan 7, 2026 |
| Q3 2025 | 0.52% | 4,219 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 0.44% | 4,384 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 0.49% | 4,338 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 0.56% | 4,329 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 0.52% | 4,301 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.41% | 3,435 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 0.38% | 3,395 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.46% | 3,302 | SEC filing ↗Filed Feb 1, 2024 |
| 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 | 0.46% | 3,302 | $635.76K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 0.38% | 3,395 | $582.20K | Shares increased 2.82%; reported value decreased 8.42%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 0.41% | 3,435 | $723.51K | Shares increased 1.18%; reported value increased 24.27%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 0.52% | 4,301 | $1.00M | Shares increased 25.21%; reported value increased 38.51%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.56% | 4,329 | $1.08M | Shares increased 0.65%; reported value increased 8.18%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 0.49% | 4,338 | $963.63K | Shares increased 0.21%; reported value decreased 11.11%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 0.44% | 4,384 | $899.49K | Shares increased 1.06%; reported value decreased 6.66%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 0.52% | 4,219 | $1.07M | Shares decreased 3.76%; reported value increased 19.44%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 0.47% | 1,549 | $421.11K | Shares decreased 63.29%; reported value decreased 60.80%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2026 |
| Q1 2026 | 0.48% | 1,541 | $391.09K | Shares decreased 0.52%; reported value decreased 7.13%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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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.