AAPL APPLE INC

Ownership history in CERTUITY, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which CERTUITY, 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.

Peak position
10.35% (2020 Q3)
Avg. % of fund
4.53%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,161,622 +3,106 +0.3% 3.57% $56.8M $271.61
2025 Q3 ADDED 1,158,516 +993,294 +601.2% 3.60% $52.4M $254.15
2025 Q2 REDUCED 165,222 -1,997 -1.2% 3.18% $33.8M $204.55
2025 Q1 REDUCED 167,219 -2,138 -1.3% 3.89% $37.1M $221.17
2024 Q4 ADDED 169,357 +9,158 +5.7% 4.61% $42.4M $249.06
2024 Q3 REDUCED 160,199 -63,382 -28.3% 4.03% $37.3M $231.48
2024 Q2 REDUCED 223,581 -10,862 -4.6% 3.75% $47.1M $209.00
2024 Q1 REDUCED 234,443 -897 -0.4% 3.53% $40.2M $169.93
2023 Q4 ADDED 235,340 +32,060 +15.8% 4.58% $45.3M $190.55
2023 Q3 ADDED 203,280 +9,440 +4.9% 4.10% $34.8M $169.23
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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