APPLE INC · CUSIP 037833100 · CIK 1976256
As of 2026-06-30, ELEVATION WEALTH PARTNERS, LLC reported 28.07K AAPL (shares), valued at $8.12M, or 2.43% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares decreased 0.23%; reported value increased 13.75%, and weight changed -0.13 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 | 2.43% | 28,069 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 2.56% | 28,135 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 2.93% | 30,461 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 3.03% | 33,044 | SEC filing ↗Filed Oct 14, 2025Amended |
| Q2 2025 | 2.36% | 29,121 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 2.85% | 29,631 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 3.29% | 31,121 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 3.15% | 31,541 | SEC filing ↗Filed Oct 4, 2024 |
| Q2 2024 | 3.17% | 31,773 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 2.75% | 32,042 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 3.06% | 29,784 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 1.92% | 12,963 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.92% | 12,963 | $2.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 3.06% | 29,784 | $5.11M | Shares increased 129.76%; reported value increased 130.06%, and weight changed +1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 2.75% | 32,042 | $5.50M | Shares increased 7.58%; reported value increased 7.74%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 3.17% | 31,773 | $6.69M | Shares decreased 0.84%; reported value increased 21.65%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 3.15% | 31,541 | $7.35M | Shares decreased 0.73%; reported value increased 9.82%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 4, 2024 |
| Q4 2024 | 3.29% | 31,121 | $7.79M | Shares decreased 1.33%; reported value increased 6.05%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.85% | 29,631 | $6.59M | Shares decreased 4.79%; reported value decreased 15.48%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 2.36% | 29,121 | $5.97M | Shares decreased 1.72%; reported value decreased 9.30%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 3.03% | 33,044 | $8.41M | Shares increased 13.47%; reported value increased 40.83%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 2.93% | 30,461 | $8.28M | Shares decreased 7.82%; reported value decreased 1.58%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 2.56% | 28,135 | $7.14M | Shares decreased 7.64%; reported value decreased 13.78%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 2.43% | 28,069 | $8.12M | Shares decreased 0.23%; reported value increased 13.75%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 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.