APPLE INC · CUSIP 037833100 · CIK 1967966
As of 2025-09-30, Socha Financial Group, LLC reported 1.35K AAPL (shares), valued at $343.88K, or 0.15% of its reported non-derivative portfolio. Filed 2025-10-30.
Verify history & sources →Shares increased 0.15%; reported value increased 24.24%, and weight changed +0.03 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 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | 0.15% | 1,351 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 0.12% | 1,349 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 0.15% | 1,348 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 0.18% | 1,506 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 0.14% | 1,405 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 0.14% | 1,403 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.83% | 11,005 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.50% | 5,424 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 0.49% | 5,421 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.49% | 5,421 | $928.14K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 0.50% | 5,424 | $1.04M | Shares increased 0.06%; reported value increased 12.51%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 0.83% | 11,005 | $1.89M | Shares increased 102.89%; reported value increased 80.72%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 0.14% | 1,403 | $295.60K | Shares decreased 87.25%; reported value decreased 84.34%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 0.14% | 1,405 | $327.33K | Shares increased 0.14%; reported value increased 10.74%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 0.18% | 1,506 | $377.19K | Shares increased 7.19%; reported value increased 15.23%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 0.15% | 1,348 | $299.33K | Shares decreased 10.49%; reported value decreased 20.64%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 0.12% | 1,349 | $276.80K | Shares increased 0.07%; reported value decreased 7.53%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.15% | 1,351 | $343.88K | Shares increased 0.15%; reported value increased 24.24%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
Take these holdings further.
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.