Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionLeo H. Evart, Inc.
Latest Disclosed Ownership13,362 shares
Latest Disclosed Value $ 3,391,230
Leo H. Evart, Inc. reports 13.56% decrease in ownership of AAPL / Apple Inc.

On May 14, 2026 - Leo H. Evart, Inc. filed a 13F-HR/A form disclosing ownership of 13,362 shares of Apple Inc. (CH:AAPL) valued at $3,391,230 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 15, 2023 disclosing 15,458 shares of Apple Inc.. This represents a change in shares of -13.56% 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)
2026-05-14 2026-03-31 13F/A-1 APPLE COMMON STOCK 037833100 13,362 -2,096 -13.56 3,391 28.16 2.4829
2026-05-13 2026-03-31 13F APPLE COMMON STOCK 037833100 13,362 -2,096 3,391 2.4829
2023-11-15 2023-09-30 13F APPLE COM 037833100 15,458 -270 -1.72 2,647 -13.25 4.0609
2023-08-07 2023-06-30 13F APPLE COM 037833100 15,728 -22 -0.14 3,051 17.44 4.2341
2023-05-08 2023-03-31 13F APPLE COM 037833100 15,750 -351 -2.18 2,597 24.14 3.7925
2023-01-20 2022-12-31 13F APPLE COM 037833100 16,101 107 0.67 2,092 -99.91 3.1634
2023-01-19 2022-09-30 13F/A-1 APPLE COM 037833100 15,994 -735 -4.39 2,210,411 96,551.11 3.3674
2022-11-03 2022-09-30 13F APPLE COM 037833100 15,994 -735 2,210 3.3667
2022-07-21 2022-06-30 13F APPLE COM 037833100 16,729 -50 -0.30 2,287 -21.95 2.7799
2022-05-11 2022-03-31 13F APPLE COM 037833100 16,779 -6,695 -28.52 2,930 -29.70 3.0289
2022-03-31 2021-12-31 13F APPLE COM 037833100 23,474 23,474 4,168 4.0593
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.