Ownership history in Advisor OS, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 23,800 | +12,500 | +110.6% | 0.00% | $1K | $271.61 |
| 2025 Q4 | REDUCED | 11,300 | -158,541 | -93.3% | 0.00% | $35K | $271.61 |
| 2025 Q4 | ADDED | 169,841 | +136,841 | +414.7% | 3.72% | $46.2M | $271.61 |
| 2025 Q3 | REDUCED | 33,000 | -28,300 | -46.2% | 0.00% | $41K | $254.15 |
| 2025 Q3 | REDUCED | 61,300 | -106,821 | -63.5% | 0.05% | $567K | $254.15 |
| 2025 Q3 | ADDED | 168,121 | +8,443 | +5.3% | 3.69% | $42.8M | $254.15 |
| 2025 Q2 | ADDED | 159,678 | +98,378 | +160.5% | 3.22% | $32.8M | $204.55 |
| 2025 Q2 | ADDED | 61,300 | +23,800 | +63.5% | 0.01% | $107K | $204.55 |
| 2025 Q2 | REDUCED | 37,500 | -23,700 | -38.7% | 0.02% | $156K | $204.55 |
| 2025 Q1 | ADDED | 61,200 | +11,200 | +22.4% | 0.00% | $25K | $221.17 |
As of 2025 Q4 — sorted by position size