Form 13-F position report

APPLE INC;COM NPV

Reported by Ergawealth Advisors Inc

Company profile Manager portfolio Source filing
AAPL CUSIP 037833100 Manager CIK 0001973209
Latest reported change

Reported 31,826 shares, down 26 (0.1%) from the prior quarter.

Reported value 10.5%; share count -0.1% vs. the prior quarter.

Reduced
% of reported 13F value 3.68% This manager · Q3 2024
Shares 31,826 Quarter-end amount reported
Reported value $7,415,382 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 6,746 +16 (0.2%) 0.89% $2,246,548 2026-10-21
Q2 2026 Reduced 6,730 -489 (-6.8%) 0.76% $1,947,520 2026-08-07
Q1 2026 Added 7,219 +62 (0.9%) 0.81% $1,832,207 2026-04-27
Q4 2025 Reduced 7,157 -310 (-4.2%) 0.9% $1,945,678 2026-01-21
Q3 2025 Reduced 7,467 -24,311 (-76.5%) 0.89% $1,901,436 2025-10-20
Q2 2025 Added 31,778 +641 (2.1%) 2.93% $6,519,950 2025-07-22
Q1 2025 Reduced 31,137 -273 (-0.9%) 3.43% $6,916,420 2025-04-22
Q4 2024 Reduced 31,410 -416 (-1.3%) 3.89% $7,865,660 2025-02-05
Q3 2024 Reduced 31,826 -26 (-0.1%) 3.68% $7,415,382 2024-10-23
Q2 2024 Added 31,852 +669 (2.1%) 3.65% $6,708,574 2024-07-22
Q1 2024 Added 31,183 +4,782 (18.1%) 2.93% $5,347,252 2024-04-29
Q4 2023 Added 26,401 +2,817 (11.9%) 3.13% $5,082,911 2024-01-30
Q3 2023 Reduced 23,584 -26 (-0.1%) 2.79% $4,037,779 2023-10-30
Q2 2023 Added 23,610 +962 (4.2%) 3.14% $4,579,592 2023-07-17
Q1 2023 Added 22,648 +180 (0.8%) 3.04% $3,734,622 2023-05-02
Q4 2022 New 22,468 +22,468 (0.0%) 2.64% $2,919,223 2023-04-14
Institutional context

Who else reported the position

5237 managers reported APPLE INC;COM NPV for Q3 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 1,346,616,669 +21,646,442 5.62% $313,761,683,784 46 qtrs
BlackRock Inc New 1,093,618,174 +1,093,618,174 5.35% $254,813,034,537 1 qtr
STATE STREET CORPORATION Added 584,010,284 +55,935,105 5.54% $136,074,371,716 36 qtrs
FMR LLC Added 363,859,362 +18,224,005 5.16% $84,779,231,301 46 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 333,857,500 +20,483,787 6.28% $77,542,863,097 46 qtrs
BERKSHIRE HATHAWAY INC Reduced 300,000,000 -100,000,000 26.24% $69,900,000,000 35 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 235,581,369 +7,092,591 6.32% $54,890,460,000 46 qtrs
MORGAN STANLEY Added 231,460,925 +427,485 3.91% $53,930,395,994 46 qtrs
NORGES BANK Added 180,983,675 +3,449,221 5.89% $42,169,196,275 46 qtrs
JPMorgan Chase & Co Reduced 179,306,346 -2,086,643 3.17% $41,778,379,069 46 qtrs
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Filing details and methodology As reported
Report period
September 30, 2024
Filed
October 23, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
31,826

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.