Apple Inc.
PL ˙ WSE ˙ US0378331005
1.156,00 PLN ↑56,00 (5,09%)
2026-06-03
AKTIENPREIS
SecurityPL:AAPL / Apple Inc.
InstitutionReston Wealth Management Llc
Latest Disclosed Ownership6,832 shares
Latest Disclosed Value $ 1,733,782
Reston Wealth Management Llc reports 6.68% decrease in ownership of AAPL / Apple Inc.

On April 13, 2026 - Reston Wealth Management Llc filed a 13F-HR form disclosing ownership of 6,832 shares of Apple Inc. (PL:AAPL) valued at $6,305,936 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,321 shares of Apple Inc.. This represents a change in shares of -6.68% during the quarter. The current value of the position is $7,897,792 USD.

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)
2026-04-13 2026-03-31 13F APPLE COM 037833100 6,832 -489 -6.68 1,734 -12.91 0.5311
2026-02-12 2025-12-31 13F APPLE COM 037833100 7,321 2,018 38.05 1,990 47.41 0.6089
2025-10-21 2025-09-30 13F APPLE COM 037833100 5,303 -65 -1.21 1,350 22.62 0.4360
2025-08-06 2025-06-30 13F APPLE COM 037833100 5,368 752 16.29 1,101 7.41 0.3860
2025-04-24 2025-03-31 13F APPLE COM 037833100 4,616 317 7.37 1,025 -4.74 0.4145
2025-01-23 2024-12-31 13F APPLE COM 037833100 4,299 -158 -3.54 1,076 3.66 0.4002
2024-10-28 2024-09-30 13F APPLE COM 037833100 4,457 109 2.51 1,039 13.44 0.3759
2024-07-30 2024-06-30 13F APPLE COM 037833100 4,348 14 0.32 916 23.15 0.3662
2024-05-09 2024-03-31 13F APPLE COM 037833100 4,334 -321 -6.90 743 -17.08 0.3018
2024-01-24 2023-12-31 13F APPLE COM 037833100 4,655 -124 -2.59 896 9.54 0.4101
2023-10-20 2023-09-30 13F APPLE COM 037833100 4,779 714 17.56 818 3.81 0.4131
2023-08-07 2023-06-30 13F APPLE COM 037833100 4,065 206 5.34 788 23.90 0.3752
2023-05-08 2023-03-31 13F APPLE COM 037833100 3,859 -669 -14.77 636 8.16 0.3326
2023-03-02 2022-12-31 13F/A-1 APPLE COM 037833100 4,528 -80 -1.74 588 -7.69 0.3250
2023-02-14 2022-12-31 13F APPLE COM 037833100 4,528 -80 588 0.3250
2022-11-14 2022-09-30 13F APPLE COM 037833100 4,608 -1,660 -26.48 637 -25.67 0.3793
2022-07-28 2022-06-30 13F APPLE COM 037833100 6,268 -590 -8.60 857 -28.40 0.4773
2022-05-04 2022-03-31 13F APPLE COM 037833100 6,858 -218 -3.08 1,197 -4.70 0.6140
2022-02-09 2021-12-31 13F APPLE COM 037833100 7,076 47 0.67 1,256 26.23 0.6094
2021-10-19 2021-09-30 13F APPLE COM 037833100 7,029 513 7.87 995 11.55 0.5181
2021-08-05 2021-06-30 13F APPLE COM 037833100 6,516 12 0.18 892 12.34 0.4463
2021-05-10 2021-03-31 13F APPLE COM 037833100 6,504 -313 -4.59 794 -12.27 0.4159
2021-02-10 2020-12-31 13F APPLE COM 037833100 6,817 766 12.66 905 29.10 0.5140
2020-10-14 2020-09-30 13F APPLE COM 037833100 6,051 4,301 245.77 701 9.70 0.4507
2020-07-14 2020-06-30 13F APPLE COM 037833100 1,750 -306 -14.88 639 22.18 0.4392
2020-04-14 2020-03-31 13F APPLE COM 037833100 2,056 3 0.15 523 -13.27 0.4199
2020-02-07 2019-12-31 13F APPLE COM 037833100 2,053 -525 -20.36 603 4.51 0.4820
2019-10-25 2019-09-30 13F APPLE COM 037833100 2,578 524 25.51 577 42.12 0.5157
2019-07-29 2019-06-30 13F APPLE COM 037833100 2,054 -92 -4.29 406 -10.18 0.3190
2019-05-03 2019-03-31 13F APPLE COM 037833100 2,146 -142 -6.21 452 25.21 0.3621
2019-02-12 2018-12-31 13F APPLE COM 037833100 2,288 2,288 361 0.3439
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.