Position in AAPL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,579,668
+$17,658,831 QoQ
Shares Held
179,596
+74.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026Wellspring Financial Advisors, LLC holds $45,686,375 across 2 Consumer Electronics names. AAPL ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
179,596 | $45,579,668 | |
| 2 | LPL |
LG Display Co., Ltd.
|
27,502 | $106,707 |
All Filings in AAPL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,579,668 | 179,596 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,920,837 | 102,703 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,577,108 | 69,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,365,593 | 70,018 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,919,583 | 67,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,227,466 | 64,801 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,384,255 | 61,735 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,046,832 | 57,197 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,262,206 | 30,687 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,804,779 | 30,150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,795,420 | 28,009 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,785,045 | 24,669 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,130,745 | 25,050 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,822,222 | 37,114 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,704,451 | 26,805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,217,538 | 30,848 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,662,960 | 26,705 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,688,380 | 26,403 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $3,729,091 | 26,354 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,567,944 | 26,051 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $794,585 | 6,505 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,426,851 | 25,826 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,987,434 | 25,796 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $587,054 | 6,437 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $413,539 | 6,505 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||