Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionInteractive Financial Advisors
Latest Disclosed Ownership1,338 shares
Latest Disclosed Value $ 339,571
Interactive Financial Advisors reports 27.31% increase in ownership of AAPL / Apple Inc.

On April 28, 2026 - Interactive Financial Advisors filed a 13F-HR form disclosing ownership of 1,338 shares of Apple Inc. (CH:AAPL) valued at $339,571 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,051 shares of Apple Inc.. This represents a change in shares of 27.31% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F APPLE COM 037833100 1,338 287 27.31 340 18.95 0.2221
2026-02-09 2025-12-31 13F APPLE COM 037833100 1,051 40 3.96 286 10.89 0.1846
2025-10-29 2025-09-30 13F APPLE COM 037833100 1,011 -7,096 -87.53 257 -84.55 0.1392
2025-07-29 2025-06-30 13F APPLE COM 037833100 8,107 11 0.14 1,663 -7.51 0.8108
2025-04-29 2025-03-31 13F APPLE COM 037833100 8,096 0 0.00 1,798 -11.30 0.9499
2025-02-06 2024-12-31 13F APPLE COM 037833100 8,096 0 0.00 2,027 7.48 1.0625
2024-10-30 2024-09-30 13F APPLE COM 037833100 8,096 0 0.00 1,886 10.62 0.9709
2024-08-02 2024-06-30 13F APPLE COM 037833100 8,096 0 0.00 1,705 22.84 0.9396
2024-05-03 2024-03-31 13F APPLE COM 037833100 8,096 -2,412 -22.95 1,388 120.67 0.7674
2024-02-05 2023-12-31 13F APPLE COM 037833100 10,508 3,412 48.08 629 -48.19 0.3371
2023-10-26 2023-09-30 13F APPLE COM 037833100 7,096 0 0.00 1,215 -11.77 0.8191
2023-08-01 2023-06-30 13F APPLE COM 037833100 7,096 -101 -1.40 1,376 16.02 0.9351
2023-04-27 2023-03-31 13F APPLE COM 037833100 7,197 -862 -10.70 1,187 13.28 0.7609
2023-02-08 2022-12-31 13F APPLE COM 037833100 8,059 -681 -7.79 1,047 -13.33 0.6276
2022-11-14 2022-09-30 13F APPLE C 037833100 8,740 0 0.00 1,208 1.09 0.7014
2022-08-10 2022-06-30 13F APPLE C 037833100 8,740 -54,804 -86.25 1,195 -89.23 0.6006
2022-05-09 2022-03-31 13F APPLE C 037833100 63,544 18,546 41.22 11,095 38.86 5.1937
2022-02-11 2021-12-31 13F APPLE C 037833100 44,998 17,586 64.15 7,990 105.98 3.0482
2021-11-09 2021-09-30 13F APPLE C 037833100 27,412 17,443 174.97 3,879 184.18 1.6945
2021-07-30 2021-06-30 13F APPLE C 037833100 9,969 -14,870 -59.87 1,365 -55.01 0.5553
2021-05-11 2021-03-31 13F APPLE C 037833100 24,839 -14,503 -36.86 3,034 -41.88 1.2723
2021-01-21 2020-12-31 13F APPLE C 037833100 39,342 39,342 5,220 2.3750
2020-10-29 2020-09-30 13F APPLE C 037833100 0 -7,007 -100.00 0 -100.00
2020-07-27 2020-06-30 13F APPLE C 037833100 7,007 7,007 2,556 1.2592
2020-05-05 2020-03-31 13F APPLE COMPUTER INC COM C 037833100 0 -14,734 -100.00 0 -100.00
2020-01-27 2019-12-31 13F APPLE COMPUTER INC COM C 037833100 14,734 -4,014 -21.41 4,327 3.05 1.9498
2019-10-24 2019-09-30 13F APPLE COMPUTER INC COM C 037833100 18,748 12,021 178.70 4,199 215.48 1.9310
2019-07-17 2019-06-30 13F APPLE COMPUTER INC COM C 037833100 6,727 6,727 1,331 0.6105
2019-02-05 2018-12-31 13F APPLE COMPUTER INC COM C 037833100 0 -12,549 -100.00 0 -100.00
2018-11-15 2018-09-30 13F APPLE COMPUTER INC COM C 037833100 12,549 10,152 423.53 2,833 538.06 1.3463
2018-07-19 2018-06-30 13F APPLE COMPUTER INC COM C 037833100 2,397 969 67.86 444 85.00 0.2100
2018-04-16 2018-03-31 13F APPLE COMPUTER INC COM C 037833100 1,428 317 28.53 240 27.66 0.1146
2018-01-22 2017-12-31 13F APPLE COMPUTER INC COM C 037833100 1,111 1,103 13,787.50 188 4,600.00 0.0827
2014-04-14 2014-03-31 13F APPLE COMPUTER INC COM C 037833100 8 8 4 0.0023
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.