Ownership history in Beckerman Institutional, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beckerman Institutional, 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 | UNCHANGED | 6,972 | — | 0% | 1.06% | $1.9M | $271.61 |
| 2025 Q3 | ADDED | 6,972 | +1,498 | +27.4% | 1.05% | $1.8M | $254.15 |
| 2025 Q2 | ADDED | 5,474 | +100 | +1.9% | 0.75% | $1.1M | $204.55 |
| 2025 Q1 | REDUCED | 5,374 | -213 | -3.8% | 0.86% | $1.2M | $221.17 |
| 2024 Q4 | REDUCED | 5,587 | -336 | -5.7% | 1.12% | $1.4M | $249.06 |
| 2024 Q3 | INITIATED | 5,923 | — | — | 1.16% | $1.4M | $231.48 |
As of 2025 Q4 — sorted by position size