APPLE INC · CUSIP 037833100 · CIK 1995383
As of 2026-06-30, Constant Guidance Financial LLC reported 20.17K AAPL (shares), valued at $5.84M, or 3.67% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 45.04%; reported value increased 65.36%, and weight changed +1.23 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 | 3.67% | 20,166 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 2.44% | 13,904 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 3.51% | 18,372 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 3.09% | 15,216 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.25% | 15,773 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 4.08% | 14,613 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 2.39% | 11,088 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 2.73% | 14,303 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 4.37% | 20,006 | SEC filing ↗Filed Aug 15, 2024Amended |
| Q1 2024 | 2.53% | 16,162 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 2.30% | 11,734 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 3.17% | 13,869 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.17% | 13,869 | $2.40M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.30% | 11,734 | $2.26M | Shares decreased 15.39%; reported value decreased 5.84%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 2.53% | 16,162 | $2.74M | Shares increased 37.74%; reported value increased 21.37%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 4.37% | 20,006 | $4.21M | Shares increased 23.78%; reported value increased 53.67%, and weight changed +1.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 2.73% | 14,303 | $3.33M | Shares decreased 28.51%; reported value decreased 20.91%, and weight changed -1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 2.39% | 11,088 | $2.78M | Shares decreased 22.48%; reported value decreased 16.68%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 4.08% | 14,613 | $3.25M | Shares increased 31.79%; reported value increased 16.90%, and weight changed +1.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 3.25% | 15,773 | $3.23M | Shares increased 7.94%; reported value decreased 0.42%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.09% | 15,216 | $3.87M | Shares decreased 3.53%; reported value increased 19.86%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.51% | 18,372 | $4.99M | Shares increased 20.74%; reported value increased 28.91%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.44% | 13,904 | $3.53M | Shares decreased 24.32%; reported value decreased 29.35%, and weight changed -1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 3.67% | 20,166 | $5.84M | Shares increased 45.04%; reported value increased 65.36%, and weight changed +1.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 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.