Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionIFG Advisors, LLC
Latest Disclosed Ownership68,309 shares
Latest Disclosed Value $ 17,336,211
IFG Advisors, LLC reports 0.05% increase in ownership of AAPL / Apple Inc.

On April 9, 2026 - IFG Advisors, LLC filed a 13F-HR form disclosing ownership of 68,309 shares of Apple Inc. (CH:AAPL) valued at $17,336,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 68,274 shares of Apple Inc.. This represents a change in shares of 0.05% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F APPLE COM 037833100 68,309 35 0.05 17,336 -6.60 2.8392
2026-01-13 2025-12-31 13F APPLE COM 037833100 68,274 -519 -0.75 18,561 5.97 3.0893
2025-11-06 2025-09-30 13F APPLE COM 037833100 68,793 86 0.13 17,517 24.26 2.8579
2025-07-28 2025-06-30 13F APPLE COM 037833100 68,707 4,427 6.89 14,097 -1.27 2.3681
2025-04-08 2025-03-31 13F APPLE COM 037833100 64,280 51 0.08 14,278 -11.23 2.7503
2025-02-05 2024-12-31 13F APPLE COM 037833100 64,229 3,178 5.21 16,084 13.08 3.1970
2024-10-18 2024-09-30 13F APPLE COM 037833100 61,051 590 0.98 14,225 11.70 3.0402
2024-07-22 2024-06-30 13F APPLE COM 037833100 60,461 19,419 47.31 12,734 80.96 3.0092
2024-04-24 2024-03-31 13F APPLE COM 037833100 41,042 130 0.32 7,038 -10.65 1.8214
2024-01-29 2023-12-31 13F APPLE COM 037833100 40,912 -192 -0.47 7,877 11.92 2.3108
2023-10-31 2023-09-30 13F APPLE COM 037833100 41,104 -43 -0.10 7,037 -11.83 2.5005
2023-07-18 2023-06-30 13F APPLE COM 037833100 41,147 215 0.53 7,981 18.25 2.8307
2023-04-28 2023-03-31 13F APPLE COM 037833100 40,932 40 0.10 6,750 27.03 2.6571
2023-01-31 2022-12-31 13F APPLE COM 037833100 40,892 -40 -0.10 5,313 -6.08 2.3204
2022-11-02 2022-09-30 13F APPLE COM 037833100 40,932 1,143 2.87 5,657 3.99 2.8637
2022-08-01 2022-06-30 13F APPLE COM 037833100 39,789 -231 -0.58 5,440 -22.15 2.7517
2022-05-18 2022-03-31 13F/A-1 APPLE COM 037833100 40,020 380 0.96 6,988 -0.72 3.0873
2022-01-24 2021-12-31 13F APPLE COM 037833100 39,640 -3,236 -7.55 7,039 16.02 2.9820
2021-10-26 2021-09-30 13F APPLE COM 037833100 42,876 3,505 8.90 6,067 12.52 2.7818
2021-07-26 2021-06-30 13F APPLE COM 037833100 39,371 1,147 3.00 5,392 15.49 2.5686
2021-04-22 2021-03-31 13F APPLE COM 037833100 38,224 2,544 7.13 4,669 -1.37 2.5545
2021-01-28 2020-12-31 13F APPLE COM 037833100 35,680 -5,079 -12.46 4,734 0.34 2.9319
2020-11-09 2020-09-30 13F APPLE COM 037833100 40,759 30,694 304.96 4,718 28.49 3.3361
2020-07-23 2020-06-30 13F APPLE COM 037833100 10,065 -2 -0.02 3,672 43.44 2.9006
2020-04-17 2020-03-31 13F APPLE COM 037833100 10,067 1,388 15.99 2,560 0.43 2.5295
2020-01-21 2019-12-31 13F APPLE COM 037833100 8,679 -212 -2.38 2,549 28.03 2.1046
2019-10-15 2019-09-30 13F APPLE COM 037833100 8,891 8,891 1,991 1.8537
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.