APPLE INC · CUSIP 037833100 · CIK 1982776
As of 2026-06-30, ELEVATUS WELATH MANAGEMENT reported 34.43K AAPL (shares), valued at $9.96M, or 2.42% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 57.53%; reported value increased 79.60%, and weight changed -0.49 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 | 2.42% | 34,432 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.91% | 21,858 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 3.11% | 41,901 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 3.29% | 44,798 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.17% | 17,157 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.50% | 19,841 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 4.05% | 47,322 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.57% | 20,574 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.62% | 20,511 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.43% | 21,089 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 5.57% | 63,626 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 8.28% | 53,500 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.28% | 53,500 | $9.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 5.57% | 63,626 | $12.25M | Shares increased 18.93%; reported value increased 33.74%, and weight changed -2.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 1.43% | 21,089 | $3.62M | Shares decreased 66.85%; reported value decreased 70.48%, and weight changed -4.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.62% | 20,511 | $4.32M | Shares decreased 2.74%; reported value increased 19.46%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.57% | 20,574 | $4.79M | Shares increased 0.31%; reported value increased 10.97%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 4.05% | 47,322 | $11.85M | Shares increased 130.01%; reported value increased 147.20%, and weight changed +2.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.50% | 19,841 | $4.41M | Shares decreased 58.07%; reported value decreased 62.81%, and weight changed -1.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.17% | 17,157 | $3.52M | Shares decreased 13.53%; reported value decreased 20.13%, and weight changed -1.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.29% | 44,798 | $11.41M | Shares increased 161.11%; reported value increased 224.06%, and weight changed +2.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 3.11% | 41,901 | $11.39M | Shares decreased 6.47%; reported value decreased 0.14%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 2.91% | 21,858 | $5.55M | Shares decreased 47.83%; reported value decreased 51.30%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 2.42% | 34,432 | $9.96M | Shares increased 57.53%; reported value increased 79.60%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 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.