Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership55,327 shares
Latest Disclosed Value $ 14,041,525
Inspirion Wealth Advisors, Llc reports 0.29% decrease in ownership of AAPL / Apple Inc.

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 55,327 shares of Apple Inc. (CO:AAPL) valued at $14,041,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 55,488 shares of Apple Inc.. This represents a change in shares of -0.29% 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)
2026-04-08 2026-03-31 13F APPLE COM 037833100 55,327 -161 -0.29 14,042 -6.92 1.7483
2026-01-09 2025-12-31 13F APPLE COM 037833100 55,488 -3,384 -5.75 15,085 9.97 1.8471
2025-10-06 2025-09-30 13F APPLE COM 037833100 58,872 1,326 2.30 13,717 16.19 1.9196
2025-07-09 2025-06-30 13F APPLE COM 037833100 57,546 810 1.43 11,807 -6.32 1.5628
2025-04-09 2025-03-31 13F APPLE COM 037833100 56,736 -532 -0.93 12,603 -9.14 1.7505
2025-01-15 2024-12-31 13F APPLE COM 037833100 57,268 -1,604 -2.72 13,871 1.12 1.9373
2024-10-04 2024-09-30 13F APPLE COM 037833100 58,872 -145 -0.25 13,717 10.35 1.9181
2024-07-12 2024-06-30 13F APPLE COM 037833100 59,017 -257 -0.43 12,430 22.29 1.9015
2024-04-12 2024-03-31 13F APPLE COM 037833100 59,274 482 0.82 10,164 -6.87 1.6796
2024-01-10 2023-12-31 13F APPLE COM 037833100 58,792 -924 -1.55 10,914 6.76 1.9670
2023-10-13 2023-09-30 13F APPLE COM 037833100 59,716 387 0.65 10,224 -11.17 1.9938
2023-07-20 2023-06-30 13F APPLE COM 037833100 59,329 152 0.26 11,508 17.93 2.2049
2023-04-07 2023-03-31 13F APPLE COM 037833100 59,177 427 0.73 9,758 27.84 1.9571
2023-01-18 2022-12-31 13F APPLE COM 037833100 58,750 -497 -0.84 7,633 -6.78 1.6172
2022-10-19 2022-09-30 13F APPLE COM 037833100 59,247 -247 -0.42 8,188 0.66 1.8465
2022-07-27 2022-06-30 13F APPLE COM 037833100 59,494 512 0.87 8,134 -21.02 1.7853
2022-04-14 2022-03-31 13F APPLE COM 037833100 58,982 1,373 2.38 10,299 0.67 2.1082
2022-01-21 2021-12-31 13F APPLE COM 037833100 57,609 -1,057 -1.80 10,230 23.24 2.1563
2021-10-08 2021-09-30 13F APPLE COM 037833100 58,666 2,566 4.57 8,301 8.04 1.9096
2021-07-16 2021-06-30 13F APPLE COM 037833100 56,100 -592 -1.04 7,683 10.95 1.8933
2021-04-15 2021-03-31 13F APPLE COM 037833100 56,692 112 0.20 6,925 -7.77 1.8357
2021-01-22 2020-12-31 13F APPLE COM 037833100 56,580 529 0.94 7,508 15.67 2.1133
2020-10-14 2020-09-30 13F APPLE COM 037833100 56,051 41,729 291.36 6,491 24.23 2.2306
2020-07-09 2020-06-30 13F APPLE COM 037833100 14,322 -197 -1.36 5,225 41.52 2.0513
2020-04-23 2020-03-31 13F APPLE COM 037833100 14,519 106 0.74 3,692 -12.76 1.8221
2020-01-14 2019-12-31 13F APPLE COM 037833100 14,413 -81 -0.56 4,232 30.38 1.4286
2019-10-22 2019-09-30 13F APPLE COM 037833100 14,494 -247 -1.68 3,246 11.28 1.4217
2019-07-15 2019-06-30 13F APPLE COM 037833100 14,741 22 0.15 2,917 4.33 1.2596
2019-04-16 2019-03-31 13F APPLE COM 037833100 14,719 380 2.65 2,796 23.61 1.2382
2019-01-22 2018-12-31 13F APPLE COM 037833100 14,339 389 2.79 2,262 -28.17 1.1293
2018-11-14 2018-09-30 13F APPLE COM 037833100 13,950 -197 -1.39 3,149 20.24 1.3353
2018-07-19 2018-06-30 13F APPLE COM 037833100 14,147 -374 -2.58 2,619 7.51 1.2337
2018-04-18 2018-03-31 13F APPLE COM 037833100 14,521 663 4.78 2,436 3.88 1.1906
2018-01-16 2017-12-31 13F APPLE COM 037833100 13,858 698 5.30 2,345 15.63 1.1388
2017-11-14 2017-09-30 13F APPLE COM 037833100 13,160 4 0.03 2,028 7.02 1.0284
2017-07-19 2017-06-30 13F APPLE COM 037833100 13,156 5 0.04 1,895 0.32 1.0287
2017-05-09 2017-03-31 13F APPLE COM 037833100 13,151 417 3.27 1,889 28.07 1.0688
2017-01-31 2016-12-31 13F APPLE COM 037833100 12,734 178 1.42 1,475 3.95 0.9354
2016-11-14 2016-09-30 13F APPLE COM 037833100 12,556 -374 -2.89 1,419 14.81 0.9203
2016-08-02 2016-06-30 13F APPLE COM 037833100 12,930 475 3.81 1,236 -8.92 0.8078
2016-04-27 2016-03-31 13F APPLE COM 037833100 12,455 1,515 13.85 1,357 17.80 0.9511
2016-01-13 2015-12-31 13F APPLE COM 037833100 10,940 -415 -3.65 1,152 -7.99 0.8452
2015-10-21 2015-09-30 13F APPLE COM 037833100 11,355 666 6.23 1,252 -6.64 0.9888
2015-08-07 2015-06-30 13F APPLE COM 037833100 10,689 189 1.80 1,341 2.60 0.9917
2015-06-02 2015-03-31 13F APPLE COM 037833100 10,500 -850 -7.49 1,307 4.31 1.0520
2015-02-13 2014-12-31 13F APPLE COM 037833100 11,350 11,350 1,253 1.1614
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.