Position in AAPL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$129,937,108
+$24,715,013 QoQ
Shares Held
449,050
+8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$438,320
PutShares
130,100
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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $132,515,283 across 3 Consumer Electronics names. AAPL ranks #1 (98.1% of the industry book) .
All Filings in AAPL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,937,108 | 449,050 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $438,320 | 130,100 | Put | Sole | 2026-07-30 | |
| 2026-03-31 | $105,222,095 | 414,603 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $270 | 100 | Put | Sole | 2026-05-01 | |
| 2025-12-31 | $30,446,416 | 111,993 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $27,981,799 | 109,892 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,665,952 | 105,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,527,091 | 101,414 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $25,282,152 | 100,959 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $14,894,059 | 63,923 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,134,005 | 52,863 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||