Apple Inc.
GB ˙ BATS-CHIXE ˙ US0378331005
SecurityGB:APCD / Apple Inc.
InstitutionRVW Wealth, LLC
Latest Disclosed Ownership135,988 shares
Latest Disclosed Value $ 34,512,365
RVW Wealth, LLC reports 1.02% increase in ownership of APCD / Apple Inc.

On April 8, 2026 - RVW Wealth, LLC filed a 13F-HR form disclosing ownership of 135,988 shares of Apple Inc. (GB:APCD) valued at $34,512,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 134,616 shares of Apple Inc.. This represents a change in shares of 1.02% 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)
2026-04-08 2026-03-31 13F Apple Computer COM 037833100 135,988 1,372 1.02 34,512 -5.69 2.6884
2026-01-12 2025-12-31 13F Apple Computer COM 037833100 134,616 1,892 1.43 36,597 8.29 2.7951
2025-10-21 2025-09-30 13F Apple Computer COM 037833100 132,724 7,716 6.17 33,796 31.77 2.6383
2025-07-15 2025-06-30 13F Apple Computer COM 037833100 125,008 152 0.12 25,648 -7.53 2.1777
2025-05-08 2025-03-31 13F Apple Computer COM 037833100 124,856 6,535 5.52 27,734 -6.40 2.6110
2025-01-23 2024-12-31 13F Apple Computer COM 037833100 118,321 33,993 40.31 29,630 50.80 2.7641
2024-10-15 2024-09-30 13F Apple Computer COM 037833100 84,328 -145 -0.17 19,648 10.44 1.8251
2024-07-08 2024-06-30 13F Apple Computer COM 037833100 84,473 535 0.64 17,792 23.61 1.7756
2024-04-08 2024-03-31 13F Apple Computer COM 037833100 83,938 -859 -1.01 14,394 -11.83 1.4791
2024-01-08 2023-12-31 13F Apple Computer COM 037833100 84,797 -388 -0.46 16,326 11.94 1.7935
2023-10-12 2023-09-30 13F Apple Computer COM 037833100 85,185 -248 -0.29 14,585 -11.99 1.7582
2023-07-07 2023-06-30 13F Apple Computer COM 037833100 85,433 242 0.28 16,571 17.96 1.9556
2023-04-11 2023-03-31 13F Apple Computer COM 037833100 85,191 -11,495 -11.89 14,048 11.83 1.7418
2023-01-13 2022-12-31 13F Apple Computer COM 037833100 96,686 1,001 1.05 12,562 -5.01 1.5999
2022-10-13 2022-09-30 13F Apple Computer COM 037833100 95,685 1,302 1.38 13,224 2.48 1.8554
2022-07-13 2022-06-30 13F Apple Computer COM 037833100 94,383 1,510 1.63 12,904 -20.43 1.7286
2022-04-07 2022-03-31 13F Apple Computer COM 037833100 92,873 2,255 2.49 16,217 0.78 1.8733
2022-01-14 2021-12-31 13F/A-1 Apple Computer COM 037833100 90,618 -1,096 -1.20 16,091 23.78 1.7976
2022-01-11 2021-12-31 13F Apple Computer COM 037833100 90,618 -1,096 16,000 1.7977
2021-10-07 2021-09-30 13F Apple Computer COM 037833100 91,714 8,091 9.68 13,000 18.18 1.5625
2021-07-08 2021-06-30 13F Apple Computer COM 037833100 83,623 687 0.83 11,000 10.00 1.3750
2021-04-02 2021-03-31 13F Apple Computer COM 037833100 82,936 5,109 6.56 10,000 0.00 1.3055
2021-01-11 2020-12-31 13F Apple Computer COM 037833100 77,827 -386 -0.49 10,000 10.40 1.4663
2020-10-09 2020-09-30 13F Apple Computer COM 037833100 78,213 58,528 297.32 9,058 26.14 1.5297
2020-07-13 2020-06-30 13F Apple Computer COM 037833100 19,685 -440 -2.19 7,181 40.31 1.3126
2020-04-15 2020-03-31 13F Apple Computer COM 037833100 20,125 -2,651 -11.64 5,118 -23.47 1.1957
2020-01-21 2019-12-31 13F Apple Computer COM 037833100 22,776 -16,602 -42.16 6,688 86.82 1.4627
2019-10-25 2019-09-30 13F Apple Computer COM 037833100 39,378 -81,914 -67.53 3,580 -11.41 0.8515
2019-07-08 2019-06-30 13F Apple Computer COM 037833100 121,292 1,068 0.89 4,041 9.96 0.9629
2019-04-24 2019-03-31 13F Apple Computer COM 037833100 120,224 120,224 3,675 0.9378
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.