Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership401,244 shares
Latest Disclosed Value $ 101,831,718
Visionary Wealth Advisors reports 0.69% increase in ownership of AAPL / Apple Inc.

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 401,244 shares of Apple Inc. (CO:AAPL) valued at $101,831,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 398,506 shares of Apple Inc.. This represents a change in shares of 0.69% 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 401,244 2,738 0.69 101,832 -6.01 4.5051
2026-02-13 2025-12-31 13F APPLE COM 037833100 398,506 -10,791 -2.64 108,338 3.95 4.8812
2025-11-13 2025-09-30 13F APPLE COM 037833100 409,297 2,571 0.63 104,219 24.89 4.8614
2025-08-14 2025-06-30 13F APPLE COM 037833100 406,726 189,178 86.96 83,448 72.68 4.2622
2025-05-14 2025-03-31 13F APPLE COM 037833100 217,548 726 0.33 48,324 -11.00 2.9009
2025-02-14 2024-12-31 13F APPLE COM 037833100 216,822 -1,704 -0.78 54,297 6.64 3.1835
2024-11-12 2024-09-30 13F APPLE COM 037833100 218,526 -3,710 -1.67 50,917 8.78 3.0984
2024-08-13 2024-06-30 13F APPLE COM 037833100 222,236 16,073 7.80 46,807 32.40 3.0600
2024-05-15 2024-03-31 13F APPLE COM 037833100 206,163 -517 -0.25 35,353 -11.16 2.3864
2024-02-14 2023-12-31 13F APPLE COM 037833100 206,680 -3 -0.00 39,792 12.45 2.9244
2023-11-13 2023-09-30 13F APPLE COM 037833100 206,683 -4,313 -2.04 35,386 -13.54 2.8670
2023-08-11 2023-06-30 13F APPLE COM 037833100 210,996 -3,601 -1.68 40,927 15.65 3.2758
2023-05-15 2023-03-31 13F/A-1 APPLE COM 037833100 214,597 2,889 1.36 35,387 28.65 2.9986
2023-05-15 2023-03-31 13F APPLE COM 037833100 214,597 2,889 35 2.9986
2023-02-14 2022-12-31 13F APPLE COM 037833100 211,708 1,254 0.60 27,507 -5.43 2.5390
2022-11-14 2022-09-30 13F APPLE COM 037833100 210,454 -294 -0.14 29,085 0.94 3.0210
2022-08-12 2022-06-30 13F APPLE COM 037833100 210,748 20,380 10.71 28,813 -13.32 2.5859
2022-05-12 2022-03-31 13F APPLE COM 037833100 190,368 2,762 1.47 33,240 -0.22 2.6742
2022-02-14 2021-12-31 13F APPLE COM 037833100 187,606 187,606 33,313 2.7316
2021-11-12 2021-09-30 13F APPLE COM 037833100 0 -184,673 -100.00 0 -100.00
2021-08-13 2021-06-30 13F APPLE COM 037833100 184,673 1,746 0.95 25,293 13.19 2.5421
2021-05-18 2021-03-31 13F APPLE COM 037833100 182,927 -3,467 -1.86 22,345 -9.66 2.3506
2021-02-16 2020-12-31 13F APPLE COM 037833100 186,394 186,394 24,733 2.7739
2020-11-16 2020-09-30 13F APPLE COM 037833100 0 -51,809 -100.00 0 -100.00
2020-08-14 2020-06-30 13F APPLE COM 037833100 51,809 1,904 3.82 18,899 48.92 2.8781
2020-05-15 2020-03-31 13F APPLE COM 037833100 49,905 2,992 6.38 12,691 -7.87 2.3921
2020-02-14 2019-12-31 13F APPLE COM 037833100 46,913 46,913 13,775 2.4651
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.