Position in AAPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$169,901,775
+$20,156,031 QoQ
Shares Held
587,164
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.40%
of 13F equity value
Holder Rank
#578
of 6,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$1
PutShares
11,700
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $170,422,212 across 3 Consumer Electronics names. AAPL ranks #1 (99.7% of the industry book) .
All Filings in AAPL
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,901,775 | 587,164 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $149,745,744 | 590,038 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $67,717,063 | 249,088 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,500,599 | 119,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143,172,960 | 697,826 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $151,686,135 | 682,871 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1 | 11,700 | Put | Sole | 2026-02-03 | |
| 2024-12-31 | $173,201,991 | 691,646 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $189,921,562 | 815,114 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $5,867 | 22,800 | Put | Sole | 2026-02-03 | |
| 2024-06-30 | $197,119,046 | 935,899 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $184,700,250 | 1,077,095 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $500,578 | 2,600 | Call | Sole | 2024-02-13 | |
| 2023-12-31 | $195,791,458 | 1,016,940 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $445,146 | 2,600 | Call | Sole | 2023-10-11 | |
| 2023-09-30 | $167,826,547 | 980,238 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $504,322 | 2,600 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $174,836,411 | 901,358 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $155,873,209 | 945,259 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $428,740 | 2,600 | Call | Sole | 2023-05-11 | |
| 2022-12-31 | $961,482 | 7,400 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $118,727,305 | 913,779 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $120,863,639 | 874,556 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $119,879,514 | 876,825 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $155,215,543 | 888,927 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $158,889,280 | 894,798 | Shares | Sole | 2022-02-02 | |
| 2021-12-31 | $284,112 | 1,600 | Call | Sole | 2022-02-02 | |
| 2021-09-30 | $133,339,412 | 942,328 | Shares | Sole | 2021-11-02 | |
| 2021-09-30 | $226,400 | 1,600 | Call | Sole | 2021-11-02 | |
| 2021-06-30 | $219,136 | 1,600 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $135,132,816 | 986,659 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $195,440 | 1,600 | Call | Sole | 2021-05-04 | |
| 2021-03-31 | $122,434,120 | 1,002,326 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $212,304 | 1,600 | Call | Sole | 2021-02-12 | |
| 2020-12-31 | $103,619,213 | 780,912 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,529,600 | 160,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $93,266,541 | 805,341 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $75,493,171 | 206,944 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $50,525,642 | 198,693 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||