Position in AAPL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$126,371,035
+$15,542,466 QoQ
Shares Held
436,726
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.41%
of 13F equity value
Holder Rank
#688
of 6,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 43%
None 1%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$752,336
PutShares
2,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $128,639,281 across 3 Consumer Electronics names. AAPL ranks #1 (98.2% of the industry book) .
All Filings in AAPL
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,371,035 | 436,726 | Shares | Other | 2026-07-23 | |
| 2026-06-30 | $752,336 | 2,600 | Put | Sole | 2026-07-23 | |
| 2026-03-31 | $110,828,569 | 436,694 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $121,695,410 | 447,640 | Shares | Other | 2026-01-27 | |
| 2025-12-31 | $1,903,020 | 7,000 | Put | Sole | 2026-01-27 | |
| 2025-09-30 | $95,167,962 | 373,750 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $71,231,740 | 347,184 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $205,170 | 1,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $77,658,646 | 349,609 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $111,065 | 500 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $89,698,940 | 358,194 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $83,571,275 | 358,675 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $76,070,888 | 361,176 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $62,493,142 | 364,434 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $62,673,713 | 325,527 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $359,541 | 2,100 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $54,915,948 | 320,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $62,222,860 | 320,786 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $51,523,169 | 312,451 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,431,427 | 318,875 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $44,664,028 | 323,184 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $40,597,089 | 296,936 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $62,683,243 | 358,990 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,405,526 | 362,705 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $49,606,221 | 350,574 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $52,614,279 | 384,158 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $45,396,070 | 371,642 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $49,332,018 | 371,784 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $43,105,755 | 372,211 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $38,652,748 | 105,956 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $27,488,240 | 108,098 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||