Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership184,513 shares
Latest Disclosed Value $ 46,827,463
River Wealth Advisors LLC reports 0.77% decrease in ownership of AAPL / Apple Inc.

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 184,513 shares of Apple Inc. (CO:AAPL) valued at $46,827,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 185,954 shares of Apple Inc.. This represents a change in shares of -0.77% 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)
2026-05-13 2026-03-31 13F APPLE COM 037833100 184,513 -1,441 -0.77 46,827 -7.37 5.3778
2026-02-13 2025-12-31 13F APPLE COM 037833100 185,954 -58 -0.03 50,553 6.73 5.6691
2025-11-12 2025-09-30 13F APPLE COM 037833100 186,012 -1,590 -0.85 47,364 23.06 5.5376
2025-08-13 2025-06-30 13F APPLE COM 037833100 187,602 10,258 5.78 38,490 -2.29 4.7844
2025-05-14 2025-03-31 13F APPLE COM 037833100 177,344 898 0.51 39,394 -10.85 5.4750
2025-02-13 2024-12-31 13F APPLE COM 037833100 176,446 -665 -0.38 44,186 7.07 5.8567
2024-11-12 2024-09-30 13F APPLE COM 037833100 177,111 344 0.19 41,267 10.84 5.5006
2024-08-13 2024-06-30 13F APPLE COM 037833100 176,767 338 0.19 37,231 23.06 5.3397
2024-05-14 2024-03-31 13F APPLE COM 037833100 176,429 1,060 0.60 30,254 -10.39 4.3977
2024-02-13 2023-12-31 13F APPLE COM 037833100 175,369 -2,073 -1.17 33,764 11.14 5.3916
2023-11-13 2023-09-30 13F APPLE COM 037833100 177,442 110 0.06 30,380 -11.68 5.4345
2023-08-09 2023-06-30 13F APPLE COM 037833100 177,332 -4,546 -2.50 34,397 14.69 5.8364
2023-05-11 2023-03-31 13F APPLE COM 037833100 181,878 -6,570 -3.49 29,992 22.49 5.4571
2023-02-10 2022-12-31 13F APPLE COM 037833100 188,448 294 0.16 24,485 -5.84 4.7166
2022-11-14 2022-09-30 13F APPLE COM 037833100 188,154 -9,721 -4.91 26,003 -3.88 5.6044
2022-08-10 2022-06-30 13F APPLE COM 037833100 197,875 2,244 1.15 27,054 -20.80 4.9852
2022-05-09 2022-03-31 13F APPLE COM 037833100 195,631 1,357 0.70 34,159 -0.98 5.4543
2022-02-11 2021-12-31 13F APPLE COM 037833100 194,274 6,931 3.70 34,497 30.13 5.3484
2021-11-12 2021-09-30 13F APPLE COM 037833100 187,343 881 0.47 26,509 3.80 4.5411
2021-08-06 2021-06-30 13F APPLE COM 037833100 186,462 -85 -0.05 25,538 12.07 4.4682
2021-05-11 2021-03-31 13F APPLE COM 037833100 186,547 4,188 2.30 22,787 -5.83 4.2761
2021-02-16 2020-12-31 13F APPLE COM 037833100 182,359 3,247 1.81 24,197 16.65 5.2304
2020-11-10 2020-09-30 13F APPLE COM 037833100 179,112 135,761 313.17 20,743 31.16 5.4127
2020-08-11 2020-06-30 13F APPLE COM 037833100 43,351 3,023 7.50 15,815 54.22 4.8029
2020-05-05 2020-03-31 13F APPLE COM 037833100 40,328 1,061 2.70 10,255 -11.07 4.0960
2020-02-07 2019-12-31 13F APPLE COM 037833100 39,267 1,342 3.54 11,531 35.75 3.8989
2019-10-29 2019-09-30 13F APPLE COM 037833100 37,925 1,478 4.06 8,494 17.74 3.2094
2019-07-30 2019-06-30 13F APPLE COM 037833100 36,447 -723 -1.95 7,214 2.18 2.8146
2019-05-07 2019-03-31 13F APPLE COM 037833100 37,170 -516 -1.37 7,060 18.76 2.9563
2019-01-25 2018-12-31 13F APPLE COM 037833100 37,686 -1,417 -3.62 5,945 -32.65 2.6432
2018-11-09 2018-09-30 13F APPLE COM 037833100 39,103 -694 -1.74 8,827 19.82 3.2537
2018-08-13 2018-06-30 13F APPLE COM 037833100 39,797 -356 -0.89 7,367 9.35 2.8652
2018-05-02 2018-03-31 13F APPLE COM 037833100 40,153 563 1.42 6,737 0.55 2.8403
2018-02-09 2017-12-31 13F APPLE COM 037833100 39,590 1,299 3.39 6,700 13.54 2.7860
2017-11-06 2017-09-30 13F APPLE COM 037833100 38,291 92 0.24 5,901 7.27 2.6691
2017-07-28 2017-06-30 13F APPLE COM 037833100 38,199 -9,532 -19.97 5,501 -19.78 2.5605
2017-05-12 2017-03-31 13F APPLE COM 037833100 47,731 10,494 28.18 6,857 58.98 3.3275
2017-02-17 2016-12-31 13F APPLE COM 037833100 37,237 142 0.38 4,313 2.84 2.1825
2016-11-02 2016-09-30 13F APPLE COM 037833100 37,095 -1,654 -4.27 4,194 13.23 2.3186
2016-08-05 2016-06-30 13F APPLE COM 037833100 38,749 524 1.37 3,704 -11.09 2.1266
2016-04-27 2016-03-31 13F APPLE COM 037833100 38,225 782 2.09 4,166 5.71 2.4891
2016-01-19 2015-12-31 13F APPLE COM 037833100 37,443 658 1.79 3,941 -2.86 2.4965
2015-10-26 2015-09-30 13F APPLE COM 037833100 36,785 2,635 7.72 4,057 -5.28 2.7858
2015-07-13 2015-06-30 13F APPLE COM 037833100 34,150 219 0.65 4,283 1.44 2.7222
2015-05-15 2015-03-31 13F APPLE COM 037833100 33,931 33,931 4,222 2.6133
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.