SEC 13F Intelligence

Acorn Financial Advisory Services Inc /Adv / AAPL

Acorn Financial Advisory Services Inc /Adv’s Apple Inc Position

Does Acorn Financial Advisory Services Inc /Adv own Apple Inc (AAPL)? Yes — 43.8K shares worth $11M (+1.52% of its 13F portfolio) as of Q1 2026, down from 49.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
43.8K
% of Portfolio
+1.52%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $5MQ4 ’20: $15MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $30MQ4 ’21: $20MQ4 ’21Q1 ’22: $20MQ2 ’22: $15MQ3 ’22: $15MQ4 ’22: $16MQ4 ’22Q1 ’23: $20MQ2 ’23: $23MQ3 ’23: $21MQ4 ’23: $23MQ4 ’23Q1 ’24: $18MQ2 ’24: $21MQ3 ’24: $16MQ4 ’24: $18MQ4 ’24Q1 ’25: $13MQ2 ’25: $11MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.8K$11M+1.52%
Q4 202549.5K$13M+1.99%
Q3 202549.8K$13M+1.94%
Q2 202555.1K$11M+1.85%
Q1 202557.2K$13M+2.30%
Q4 202470.4K$18M+2.91%
Q3 202470.5K$16M+2.91%
Q2 2024101.2K$21M+3.98%
Q1 2024102.6K$18M+3.32%
Q4 2023120.2K$23M+4.02%
Q3 2023121.4K$21M+3.72%
Q2 2023118.9K$23M+4.10%
Q1 2023123.6K$20M+3.97%
Q4 2022123.9K$16M+3.42%
Q3 2022110.4K$15M+3.64%
Q2 2022111.1K$15M+3.62%
Q1 2022113.4K$20M+3.97%
Q4 2021112.6K$20M+4.00%
Q3 2021212.0K$30M+9.28%
Q2 2021113.6K$16M+4.59%
Q1 2021110.8K$14M+4.99%
Q4 2020110.8K$15M+5.77%
Q3 202040.5K$5M+2.46%
Q2 20209.0K$3M+2.28%
Q1 20208.6K$2M+2.17%
Q4 20198.6K$3M+2.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Acorn Financial Advisory Services Inc /Adv’s full portfolio or all institutional holders of AAPL.