APPLE INC · CUSIP 037833100 · CIK 2006218
As of 2026-06-30, TWIN PEAKS WEALTH ADVISORS, LLC reported 68.99K AAPL (shares), valued at $19.96M, or 4.52% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 7.50%; reported value increased 5.46%, and weight changed -0.25 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 | 4.52% | 68,986 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 4.77% | 74,581 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 5.62% | 70,177 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 5.77% | 66,353 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 4.64% | 62,338 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 5.85% | 63,491 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 6.97% | 65,563 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 6.39% | 59,462 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 6.45% | 61,350 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 5.43% | 56,995 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 7.61% | 61,894 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 7.61% | 61,894 | $11.92M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 5.43% | 56,995 | $9.77M | Shares decreased 7.92%; reported value decreased 17.98%, and weight changed -2.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 6.45% | 61,350 | $12.92M | Shares increased 7.64%; reported value increased 32.21%, and weight changed +1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 6.39% | 59,462 | $13.85M | Shares decreased 3.08%; reported value increased 7.22%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 6.97% | 65,563 | $16.42M | Shares increased 10.26%; reported value increased 18.50%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 5.85% | 63,491 | $12.83M | Shares decreased 3.16%; reported value decreased 21.83%, and weight changed -1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 4.64% | 62,338 | $14.32M | Shares decreased 1.82%; reported value increased 11.55%, and weight changed -1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 5.77% | 66,353 | $16.90M | Shares increased 6.44%; reported value increased 18.02%, and weight changed +1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 5.62% | 70,177 | $19.27M | Shares increased 5.76%; reported value increased 14.07%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 4.77% | 74,581 | $18.93M | Shares increased 6.28%; reported value decreased 1.79%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 4.52% | 68,986 | $19.96M | Shares decreased 7.50%; reported value increased 5.46%, and weight changed -0.25 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.