Apple (AAPL)Cliftonlarsonallen Wealth Advisors, LLC added to its stake +5,893 shares

176K

Shares reported · +5,893 vs prior quarter

0.67%

Disclosed portfolio weight

$50.8M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 29, 2024CongressDisclosed partial sale of AAPL — reported range $15,001 - $50,000
2. Jan 10, 2025CongressDisclosed partial sale of AAPL — reported range $15,001 - $50,000
3. Feb 7, 2025CongressDisclosed purchase of AAPL — reported range $15,001 - $50,000
4. Apr 15, 2025CongressDisclosed partial sale of AAPL — reported range $15,001 - $50,000
5. Aug 1, 2025CongressDisclosed purchase of AAPL — reported range $1,001 - $15,000
6. Oct 7, 2025CongressDisclosed partial sale of AAPL — reported range $15,001 - $50,000
7. Oct 27, 2025CongressDisclosed sale of AAPL — reported range $1,001 - $15,000
8. Dec 17, 2025CongressDisclosed partial sale of AAPL — reported range $50,001 - $100,000
9. Jan 9, 2026CongressDisclosed partial sale of AAPL — reported range $100,001 - $250,000
10. Mar 27, 2026CongressDisclosed purchase of AAPL — reported range $250,001 - $500,000
11. Mar 30, 2026CongressDisclosed purchase of AAPL — reported range $1,001 - $15,000
12. Apr 17, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Apple Inc. (“Apple”) previously announced its Chief Executive Officer transition plan in its Current Report on Form 8-K filed on April 20, 2026 (the “Original Form 8-K”) .”
13. May 14, 2026Congress · 2 peopleMembers of Congress: 2 purchases
14. May 15, 2026Congress · 1 personMembers of Congress: 2 sales
15. May 27, 2026InsiderDirector sold ~$15.6M of AAPL shares in the open market
16. Jun 1, 2026CongressDisclosed sale of AAPL — reported range $1,001 - $15,000
17. Jun 3, 2026Government · Federal Register noticePeriodic Review of the Designations of the Mechanical Licensing Collective and Digital Licensee Coordinator
18. Jun 5, 2026CongressDisclosed purchase of AAPL — reported range $1,001 - $15,000
19. Jun 16, 2026InsiderOfficer sold ~$34K of AAPL shares in the open market
20. Jun 16, 2026CongressDisclosed sale of AAPL — reported range $1,001 - $15,000
21. Jun 24, 2026Congress · 1 personMembers of Congress: 2 sales
22. Jun 25, 2026CongressDisclosed sale of AAPL — reported range $1,001 - $15,000
23. Jul 6, 2026Government · Federal Register noticeUnited States et al. v. Live Nation Entertainment, Inc.; Proposed Final Judgment and Competitive Impact Statement
24. Jul 10, 2026Government · Federal Register proposed ruleDetermination of Rates and Terms for Making and Distributing Phonorecords (Phonorecords V)
25. Jul 14, 2026Government · Federal Register ruleEnhanced Favorable Treatment for the United Arab Emirates Under the Export Administration Regulations

What came next

1. Jul 21, 2026CongressDisclosed partial sale of AAPL — reported range $1,001 - $15,000
2. Jul 30, 2026Company filing · Form 8-K · ResultsReported its results
3. Jul 30, 2026CongressDisclosed sale of AAPL — reported range $1,001 - $15,000
4. Jul 31, 2026Government · Federal Register noticeNotice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest
5. Aug 11, 2026InsiderOfficer sold ~$443K of AAPL shares in the open market
6. Aug 13, 2026Congress · 2 peopleMembers of Congress: 2 purchases
7. Aug 18, 2026InsiderOfficer sold ~$442K of AAPL shares in the open market
8. Aug 18, 2026CongressDisclosed partial sale of AAPL — reported range $1,001 - $15,000
9. Aug 20, 2026Layoff notice · One Apple Park Way Cupertino CA 95014Layoff notice filed in CA: 79 employees
10. Aug 20, 2026Layoff notice · 599 N. Mathilda Ave. Sunnyvale CA 94085Layoff notice filed in CA: 28 employees
11. Aug 20, 2026Layoff notice · 605 W. Maude Ave. Sunnyvale CA 94085Layoff notice filed in CA: 40 employees
12. Aug 20, 2026Government · Federal Register noticeNotice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest
13. Aug 20, 2026CongressDisclosed partial sale of AAPL — reported range $1,001 - $15,000
14. Aug 25, 2026InsiderOfficer sold ~$447K of AAPL shares in the open market
15. Sep 1, 2026Government · Federal Register noticeCertain Mobile Devices With Hardware and Software for Exchanging Electronic Content; Institution of Investigation
16. Sep 1, 2026InsiderOfficer sold ~$456K of AAPL shares in the open market
17. Sep 4, 2026Government · Federal Register noticeUnited States v. KKR & Co. Inc., et al.; Proposed Final Judgment and Competitive Impact Statement
18. Sep 8, 2026InsiderOfficer sold ~$456K of AAPL shares in the open market
19. Sep 8, 2026Congress · 2 peopleMembers of Congress: 1 purchase, 2 sales
20. Sep 9, 2026Government · Federal Register noticeNotice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Apple

For Apple, OQRO holds 24 insider filings (SEC Form 4 or Form 144), 24 Congress trade reports and 233 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AAPL page.

How this filing works

• SEC Form 13F

Other disclosures at Apple

• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026

Everything OQRO holds on this company is on its AAPL page.