Position in AAPL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$36,488,006
+$2,595,621 QoQ
Shares Held
126,099
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
12.25%
of 13F equity value
Holder Rank
#1,426
of 6,091 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $36,488,006 across 1 Consumer Electronics name. AAPL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
126,099 | $36,488,006 |
All Filings in AAPL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,488,006 | 126,099 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $33,892,385 | 133,545 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $35,648,729 | 131,129 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $28,837,356 | 113,252 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $21,330,293 | 103,964 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,435,352 | 101,001 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $18,787,259 | 75,023 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,578,810 | 62,570 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,270,486 | 53,511 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,506,122 | 37,941 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,421,259 | 28,158 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,606,158 | 15,222 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,866,100 | 14,776 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,328,223 | 14,119 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||