Position in AAPL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$17,165,594
-$1,671,857 QoQ
Shares Held
67,637
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
10.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026N.E.W. Advisory Services LLC holds $17,169,174 across 2 Consumer Electronics names. AAPL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
67,637 | $17,165,594 | |
| 2 | KOSS |
Koss Corp
|
1,000 | $3,580 |
All Filings in AAPL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,165,594 | 67,637 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,837,451 | 69,291 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,666,246 | 53,671 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,182,175 | 54,502 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $19,777,566 | 89,036 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $16,789,659 | 67,046 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,765,479 | 67,663 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $14,851,869 | 70,515 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,711,226 | 68,295 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $13,008,674 | 67,567 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,256,201 | 65,745 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $10,333,557 | 53,274 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,203,563 | 55,813 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,823,215 | 60,211 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,548,622 | 54,621 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,278,942 | 60,554 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,431,384 | 54,014 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $9,632,462 | 54,246 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $7,751,511 | 54,781 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $7,432,682 | 54,269 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $6,597,810 | 54,014 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,175,742 | 54,079 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $5,406,126 | 46,681 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,876,729 | 10,627 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||