Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership858,322 shares
Latest Disclosed Value $ 217,900,628
Prospera Financial Services Inc reports 1.67% increase in ownership of AAPL / Apple Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 858,322 shares of Apple Inc. (CH:AAPL) valued at $217,900,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 844,258 shares of Apple Inc.. This represents a change in shares of 1.67% 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)
2026-04-14 2026-03-31 13F APPLE COM 037833100 858,322 14,064 1.67 217,901 -5.09 3.5090
2026-02-09 2025-12-31 13F APPLE COM 037833100 844,258 134 0.02 229,587 6.78 3.7683
2025-11-06 2025-09-30 13F APPLE COM 037833100 844,124 11,681 1.40 215,000 25.85 3.6675
2025-08-06 2025-06-30 13F APPLE COM 037833100 832,443 41,960 5.31 170,840 -2.73 3.1826
2025-05-15 2025-03-31 13F APPLE COM 037833100 790,483 22,750 2.96 175,634 -8.67 4.0357
2025-02-13 2024-12-31 13F APPLE COM 037833100 767,733 50,584 7.05 192,304 15.06 4.4791
2024-11-07 2024-09-30 13F APPLE COM 037833100 717,149 52,940 7.97 167,140 19.44 4.2683
2024-08-13 2024-06-30 13F APPLE COM 037833100 664,209 7,383 1.12 139,933 24.21 3.8909
2024-08-13 2024-03-31 13F APPLE COM 037833100 656,826 -22,298 -3.28 112,661 -13.84 3.3562
2024-02-14 2023-12-31 13F APPLE COM 037833100 679,124 -2,122 -0.31 130,752 12.08 4.3292
2023-11-13 2023-09-30 13F APPLE COM 037833100 681,246 -15,684 -2.25 116,661 -13.72 4.5108
2023-08-08 2023-06-30 13F APPLE COM 037833100 696,930 -10,534 -1.49 135,211 15.88 5.1748
2023-05-12 2023-03-31 13F APPLE COM 037833100 707,464 71,705 11.28 116,682 41.25 4.7953
2023-02-08 2022-12-31 13F APPLE COM 037833100 635,759 -55,658 -8.05 82,604 -13.57 4.1381
2022-10-27 2022-09-30 13F APPLE COM 037833100 691,417 19,847 2.96 95,568 4.07 4.9864
2022-08-08 2022-06-30 13F APPLE COM 037833100 671,570 -13,568 -1.98 91,831 -23.25 4.6828
2022-05-04 2022-03-31 13F APPLE COM 037833100 685,138 16,731 2.50 119,648 0.80 5.0100
2022-02-10 2021-12-31 13F APPLE COM 037833100 668,407 18,952 2.92 118,703 29.15 5.1309
2021-11-12 2021-09-30 13F APPLE COM 037833100 649,455 -10,581 -1.60 91,910 1.66 4.5790
2021-08-16 2021-06-30 13F/A-1 APPLE COM 037833100 660,036 23,492 3.69 90,409 16.26 4.5324
2021-08-12 2021-06-30 13F APPLE COM 037833100 2,760,890 2,124,346 88,308 4.5464
2021-05-06 2021-03-31 13F APPLE COM 037833100 636,544 63,466 11.07 77,762 2.25 4.6144
2021-02-12 2020-12-31 13F APPLE COM 037833100 573,078 552,146 2,637.81 76,048 3,037.29 5.2390
2020-11-04 2020-09-30 13F APPLE COM 037833100 20,932 -121,385 -85.29 2,424 -95.33 0.9264
2020-08-10 2020-06-30 13F APPLE COM 037833100 142,317 2,761 1.98 51,910 46.27 4.5992
2020-05-15 2020-03-31 13F APPLE COM 037833100 139,556 -270 -0.19 35,488 -13.57 3.7660
2020-02-12 2019-12-31 13F APPLE COM 037833100 139,826 26,259 23.12 41,060 61.42 3.1632
2019-10-22 2019-09-30 13F APPLE COM 037833100 113,567 -5,643 -4.73 25,436 6.04 2.6122
2019-08-14 2019-06-30 13F/A-1 APPLE COM 037833100 119,210 119,210 23,988 2.6928
2019-08-14 2019-06-30 13F APPLE COM 037833100 75,845 75,845 11,792
2019-05-02 2019-03-31 13F APPLE COM 037833100 0 -75,845 -100.00 0 -100.00
2019-02-13 2018-12-31 13F APPLE COM 037833100 75,845 14,305 23.25 11,792 -7.23 2.3796
2018-10-25 2018-09-30 13F APPLE COM 037833100 61,540 -6,591 -9.67 12,711 0.72 2.3695
2018-07-18 2018-06-30 13F APPLE COM 037833100 68,131 14,799 27.75 12,620 39.51 1.7098
2018-04-12 2018-03-31 13F APPLE COM 037833100 53,332 8,017 17.69 9,046 16.66 1.2632
2018-01-23 2017-12-31 13F APPLE COM 037833100 45,315 -5,549 -10.91 7,754 -0.87 1.1846
2017-10-11 2017-09-30 13F APPLE COM 037833100 50,864 402 0.80 7,822 8.11 1.1898
2017-07-19 2017-06-30 13F APPLE COM 037833100 50,462 -5,469 -9.78 7,235 -10.06 1.1606
2017-04-13 2017-03-31 13F APPLE COM 037833100 55,931 -2,516 -4.30 8,044 18.49 1.4499
2017-01-11 2016-12-31 13F APPLE COM 037833100 58,447 7,535 14.80 6,789 17.91 1.3300
2016-10-12 2016-09-30 13F APPLE COM 037833100 50,912 -107,556 -67.87 5,758 -61.99 1.1564
2016-07-26 2016-06-30 13F APPLE COM 037833100 158,468 10,938 7.41 15,150 -5.61 3.1324
2016-04-12 2016-03-31 13F APPLE COM 037833100 147,530 3,594 2.50 16,050 5.93 3.5724
2016-01-12 2015-12-31 13F APPLE COM 037833100 143,936 94,761 192.70 15,151 194.88 3.3228
2015-10-16 2015-09-30 13F APPLE COM 037833100 49,175 5,641 12.96 5,138 0.06 1.2997
2015-08-07 2015-06-30 13F APPLE COM 037833100 43,534 -6,074 -12.24 5,135 -12.22 1.2218
2015-04-22 2015-03-31 13F APPLE COM 037833100 49,608 5,730 13.06 5,850 20.79 1.3028
2015-01-14 2014-12-31 13F APPLE COM 037833100 43,878 -1,010 -2.25 4,843 24.08 1.2071
2014-10-16 2014-09-30 13F APPLE COM 037833100 44,888 7,325 19.50 3,903 11.80 1.0520
2014-07-07 2014-06-30 13F APPLE COM 037833100 37,563 31,616 531.63 3,491 29.01 0.9444
2014-04-04 2014-03-31 13F APPLE COM 037833100 5,947 757 14.59 2,706 -7.07 0.8546
2014-02-13 2013-12-31 13F APPLE COM 037833100 5,190 -886 -14.58 2,912 -1.79 0.9791
2013-11-04 2013-09-30 13F APPLE COM 037833100 6,076 1,453 31.43 2,965 56.71 1.1248
2013-08-15 2013-06-30 13F APPLE COM 037833100 4,623 4,623 1,892 0.8758
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.