Clearstead Advisors, LLC

Position in AAPL — Apple Inc.

CIK 842775 CLEVELAND, OH

Back to AAPL Full portfolio

Position in AAPL

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$291,895,045

+$23,455,860 QoQ

Shares Held

1,150,144

+16.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

6.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 18.33119881614721.ToString("F0")% Shared 0.ToString("F0")% None 81.66880118385279.ToString("F0")%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Derivatives in AAPL

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$1,218,192

PutShares

4,800

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 Mar 31, 2026

Clearstead Advisors, LLC holds $294,242,471 across 4 Consumer Electronics names. AAPL ranks #1 (99.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	1,150,144	$291,895,045
2	SONY	Sony Group Corp	100,449	$2,079,294
3	UEIC	Universal Electronics Inc	61,438	$253,124
4	SONO	Sonos Inc	1,120	$15,008

All Filings in AAPL

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,218,192	4,800	-99.6%	Put	Sole	2026-05-06
2026-03-31	$291,895,045	1,150,144	+16.5%	Shares	Sole	2026-05-06
2025-12-31	$268,439,185	987,417	+20471.2%	Shares	Sole	2026-02-09
2025-12-31	$1,304,928	4,800	-99.5%	Put	Sole	2026-02-09
2025-09-30	$245,272,856	963,252	-1.2%	Shares	Sole	2025-11-10
2025-06-30	$200,126,511	975,418	+1.2%	Shares	Sole	2025-08-08
2025-03-31	$214,168,860	964,160	-3.3%	Shares	Sole	2025-05-13
2024-12-31	$249,581,343	996,651	-0.6%	Shares	Sole	2025-02-10
2024-09-30	$233,591,587	1,002,539	+13.5%	Shares	Sole	2024-11-13
2024-06-30	$186,042,330	883,308	+89.1%	Shares	Sole	2024-08-12
2024-03-31	$80,086,990	467,034	-3.4%	Shares	Sole	2024-05-14
2023-12-31	$93,069,194	483,401	+0.4%	Shares	Sole	2024-02-12
2023-09-30	$82,400,462	481,283	+8.9%	Shares	Sole	2023-11-13
2023-06-30	$85,698,273	441,812	+25.5%	Shares	Sole	2023-08-07
2023-03-31	$58,070,524	352,156	+4.8%	Shares	Sole	2023-05-09
2022-12-31	$43,652,582	335,970	+1.4%	Shares	Sole	2023-02-14
2022-09-30	$45,792,570	331,350	-6.5%	Shares	Sole	2022-11-15
2022-06-30	$48,433,606	354,254	+1.2%	Shares	Sole	2022-08-12
2022-03-31	$61,138,469	350,143	+3.6%	Shares	Sole	2022-05-04
2021-12-31	$60,033,931	338,086	-5.2%	Shares	Sole	2022-02-14
2021-09-30	$50,477,861	356,734	-2.2%	Shares	Sole	2021-11-12
2021-06-30	$49,960,405	364,781	+1.7%	Shares	Sole	2021-08-12
2021-03-31	$43,824,732	358,778	+3.6%	Shares	Sole	2021-05-14
2020-12-31	$45,968,725	346,437	+1.9%	Shares	Sole	2021-02-11
2020-09-30	$39,381,769	340,055	+276.7%	Shares	Sole	2020-11-12
2020-06-30	$8,233,080	90,275	+2.1%	Shares	Sole	2020-08-11
2020-03-31	$5,622,924	88,449	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.