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Elevate Wealth Advisory, Inc

SEC CIK
0002011651
Latest filing
Aug 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by Elevate Wealth Advisory, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
2,688
Value
$777.8K
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of AAPL by Elevate Wealth Advisory, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,688$777.8K0.4%+155+6.1%AddedHolders
Q1 20262,533$642.8K0.4%+305+13.7%AddedHolders
Q4 20252,228$605.7K0.4%+144+6.9%AddedHolders
Q3 20252,084$530.6K0.4%−7,666−78.6%ReducedHolders
Q2 20259,750$2.00M1.4%−654−6.3%ReducedHolders
Q1 202510,404$2.31M1.6%+1,684+19.3%AddedHolders
Q4 20248,720$2.18M1.6%+376+4.5%AddedHolders
Q3 20248,344$1.94M1.4%+20.0%AddedHolders
Q2 20248,342$1.76M1.4%+20+0.2%AddedHolders
Q1 20248,322$1.43M1.2%−482−5.5%ReducedHolders
Q4 20238,804$1.70M1.6%–No prior filingHolders