B. Riley Wealth Advisors, Inc.

Position in AAPL — Apple Inc.

CIK 1464811 MEMPHIS, TN

Back to AAPL Full portfolio

Position in AAPL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$65,895,084

+$9,246,111 QoQ

Shares Held

227,727

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

6.14%

of 13F equity value

Holder Rank

#158

of 1,522 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Mar 31, 2026

CallValue

$122,199,885

CallShares

481,500

PutValue

PutShares

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, 2026

B. Riley Wealth Advisors, Inc. holds $66,239,614 across 3 Consumer Electronics names. AAPL ranks #1 (99.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	227,727	$65,895,084
2	SONY	Sony Group Corp	12,838	$257,530
3	VUZI	Vuzix Corp	30,000	$87,000

All Filings in AAPL

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,895,084	227,727	+2.0%	Shares	Sole	2026-07-14
2026-03-31	$56,648,973	223,212	-53.6%	Shares	Sole	2026-04-27
2026-03-31	$122,199,885	481,500	+2508.3%	Call	Sole	2026-04-27
2025-12-31	$5,018,535	18,460	-94.5%	Put	Sole	2026-02-17
2025-12-31	$90,785,200	333,941	+6982.5%	Shares	Sole	2026-02-17
2025-12-31	$1,281,819	4,715	-98.7%	Call	Sole	2026-02-17
2025-09-30	$89,576,542	351,791	-87.4%	Shares	Sole	2025-10-31
2025-09-30	$712,582,055	2,798,500	+142.0%	Put	Sole	2025-10-31
2025-09-30	$294,479,595	1,156,500	+205.5%	Call	Sole	2025-10-31
2025-06-30	$77,679,208	378,609	+4698.6%	Shares	Sole	2025-08-19
2025-06-30	$1,618,791	7,890	-35.4%	Put	Sole	2025-08-19
2025-06-30	$2,506,151	12,215	-98.2%	Call	Sole	2025-08-19
2024-12-31	$167,150,842	667,482	-9.9%	Shares	Sole	2025-02-25
2024-09-30	$172,538,364	740,508	-21.3%	Shares	Sole	2024-12-13
2024-06-30	$198,162,669	940,854	+20.9%	Shares	Sole	2024-08-19
2024-03-31	$133,406,810	777,973	+3.1%	Shares	Sole	2024-05-16
2023-12-31	$145,241,936	754,386	-3.0%	Shares	Sole	2024-03-15
2023-09-30	$133,196,757	777,973	-43.2%	Shares	Sole	2023-12-01
2023-06-30	$265,798,836	1,370,309	+54.6%	Shares	Sole	2023-07-27
2023-03-31	$146,198,361	886,588	-6.9%	Shares	Sole	2023-05-17
2022-12-31	$123,699,076	952,044	-6.4%	Shares	Sole	2023-03-15
2022-09-30	$140,559,072	1,017,070	+42.1%	Shares	Other	2022-11-22
2022-06-30	$97,888,510	715,978	-11.6%	Shares	Other	2022-08-12
2022-03-31	$141,388,874	809,741	-6.7%	Shares	Other	2022-05-02
2021-12-31	$154,044,638	867,515	+5.1%	Shares	Other	2022-01-28
2021-09-30	$116,781,647	825,312	+5.5%	Shares	Other	2021-11-16
2021-06-30	$107,144,903	782,308	-12.8%	Shares	Other	2021-08-10
2021-03-31	$109,595,787	897,223	+94.9%	Shares	Other	2021-05-13
2020-12-31	$61,082,910	460,343	-0.4%	Shares	Other	2021-02-04
2020-09-30	$53,524,368	462,174	+300.2%	Shares	Other	2020-11-09
2020-06-30	$10,531,318	115,475	-2.0%	Shares	Other	2020-07-31
2020-03-31	$7,488,329	117,792	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.