SEC 13F Intelligence

Independent Wealth Network Inc. / AAPL

Independent Wealth Network Inc.’s Apple Inc Position

Does Independent Wealth Network Inc. own Apple Inc (AAPL)? Yes19.6K shares worth $5M (+1.48% of its 13F portfolio) as of Q1 2026, up from 19.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
19.6K
% of Portfolio
+1.48%
Quarters Held
19
currently held

Position History AAPL

Reported value by quarter
Q3 ’21: $3MQ3 ’21Q4 ’21: $4MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.6K$5M+1.48%
Q4 202519.6K$5M+1.63%
Q3 202519.6K$5M+1.60%
Q2 202519.4K$4M+1.45%
Q1 202520.8K$5M+1.85%
Q4 202421.6K$5M+2.20%
Q3 202420.3K$5M+2.09%
Q2 202420.8K$4M+2.04%
Q1 202420.7K$4M+1.66%
Q4 202321.0K$4M+2.12%
Q3 202319.8K$3M+2.09%
Q2 202319.6K$4M+2.29%
Q1 202321.0K$3M+2.22%
Q4 202220.0K$3M+1.78%
Q3 202219.6K$3M+2.12%
Q2 202219.4K$3M+1.91%
Q1 202219.9K$3M+2.21%
Q4 202120.1K$4M+2.20%
Q3 202117.9K$3M+1.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Wealth Network Inc.’s full portfolio or all institutional holders of AAPL.