Kestra Advisory Services, LLC

Position in AAPL — Apple Inc.

CIK 1830819 AUSTIN, TX

Back to AAPL Full portfolio

Position in AAPL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$862,014,435

+$61,000,153 QoQ

Shares Held

2,979,038

-5.6% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

6.57%

of 13F equity value

Holder Rank

#240

of 6,095 holders

Holding Since

Sep 2020

24 quarters on record

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Dec 31, 2025

CallValue

$1,549,602

CallShares

5,700

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

Kestra Advisory Services, LLC holds $863,473,282 across 3 Consumer Electronics names. AAPL ranks #1 (99.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	2,979,038	$862,014,435
2	SONY	Sony Group Corp	72,075	$1,445,824
3	GPRO	GoPro, Inc.	16,740	$13,023

All Filings in AAPL

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$862,014,435	2,979,038	-5.6%	Shares	Sole	2026-07-28
2026-03-31	$801,014,282	3,156,209	+11.5%	Shares	Sole	2026-04-30
2025-12-31	$1,549,602	5,700	+18.8%	Call	Sole	2026-02-13
2025-12-31	$769,275,717	2,829,676	+6.7%	Shares	Sole	2026-02-13
2025-09-30	$675,363,806	2,652,334	+3.7%	Shares	Sole	2025-11-14
2025-06-30	$524,964,580	2,558,681	+6.4%	Shares	Sole	2025-08-15
2025-03-31	$534,017,179	2,404,075	-6.4%	Shares	Sole	2025-05-14
2024-12-31	$643,508,280	2,569,716	+2.0%	Shares	Sole	2025-02-10
2024-09-30	$587,082,877	2,519,669	-5.6%	Shares	Sole	2024-11-13
2024-06-30	$358,054	1,700	—	Put	Sole	2024-08-14
2024-06-30	$1,010,976	4,800	—	Call	Sole	2024-08-14
2024-06-30	$561,903,620	2,667,855	+8.3%	Shares	Sole	2024-08-14
2024-03-31	$422,526,720	2,464,000	+9.8%	Shares	Sole	2024-05-15
2023-12-31	$431,940,669	2,243,498	+6.1%	Shares	Sole	2024-02-14
2023-09-30	$362,107,095	2,114,988	+2.5%	Shares	Sole	2023-11-13
2023-06-30	$400,080,388	2,062,589	+3.4%	Shares	Sole	2023-08-11
2023-03-31	$329,024,310	1,995,296	-13.8%	Shares	Sole	2023-05-12
2022-12-31	$300,919,179	2,316,010	-5.3%	Shares	Sole	2023-01-31
2022-09-30	$337,916,966	2,445,130	-0.1%	Shares	Sole	2022-11-01
2022-06-30	$334,641,204	2,447,639	+11.5%	Shares	Sole	2022-08-12
2022-03-31	$383,187,930	2,194,536	-0.5%	Shares	Sole	2022-07-20
2021-12-31	$391,716,578	2,205,984	-5.0%	Shares	Sole	2022-07-25
2021-09-30	$328,633,467	2,322,498	+5.8%	Shares	Sole	2022-07-25
2021-06-30	$300,561,596	2,194,521	+1.1%	Shares	Sole	2022-07-26
2021-03-31	$265,035,939	2,169,758	-18.4%	Shares	Sole	2022-07-27
2020-12-31	$353,000,912	2,660,343	+37.6%	Shares	Sole	2022-07-28
2020-09-30	$223,887,482	1,933,231	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.