APPLE INC · CUSIP 037833100 · CIK 1976010
As of 2026-06-30, INSTRUMENTAL WEALTH, LLC reported 12.26K AAPL (shares), valued at $3.55M, or 1.80% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares decreased 0.14%; reported value increased 13.86%, and weight changed -0.12 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 | 1.80% | 12,259 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 1.92% | 12,276 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 1.60% | 9,770 | SEC filing ↗Filed Feb 27, 2026 |
| Q3 2025 | 1.76% | 9,246 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 1.36% | 8,197 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 1.59% | 8,411 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 1.75% | 7,525 | SEC filing ↗Filed Feb 24, 2025 |
| Q3 2024 | 1.58% | 7,007 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.55% | 6,912 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 0.56% | 6,822 | SEC filing ↗Filed May 29, 2024 |
| Q4 2023 | 1.29% | 6,160 | SEC filing ↗Filed Jan 25, 2024 |
| Q3 2023 | 1.31% | 6,333 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.31% | 6,333 | $1.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 1.29% | 6,160 | $1.20M | Shares decreased 2.73%; reported value increased 6.79%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 0.56% | 6,822 | $1.30M | Shares increased 10.75%; reported value increased 8.19%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 29, 2024 |
| Q2 2024 | 1.55% | 6,912 | $1.50M | Shares increased 1.32%; reported value increased 15.98%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 1.58% | 7,007 | $1.62M | Shares increased 1.37%; reported value increased 7.80%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.75% | 7,525 | $1.85M | Shares increased 7.39%; reported value increased 14.01%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 24, 2025 |
| Q1 2025 | 1.59% | 8,411 | $1.76M | Shares increased 11.77%; reported value decreased 4.74%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 1.36% | 8,197 | $1.71M | Shares decreased 2.54%; reported value decreased 2.61%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 1.76% | 9,246 | $2.51M | Shares increased 12.80%; reported value increased 46.39%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 1.60% | 9,770 | $2.67M | Shares increased 5.67%; reported value increased 6.27%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 27, 2026 |
| Q1 2026 | 1.92% | 12,276 | $3.12M | Shares increased 25.65%; reported value increased 16.83%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 1.80% | 12,259 | $3.55M | Shares decreased 0.14%; reported value increased 13.86%, and weight changed -0.12 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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Sources, coverage & how to read this data
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.