CHELSEA COUNSEL CO APLD β€” APPLIED DIGITAL CORP

Ownership history in CHELSEA COUNSEL CO  Β·  4 quarters on record

AI Ownership Summary

CHELSEA COUNSEL CO reported APPLIED DIGITAL CORP (APLD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.55% in 2025 Q3. The latest visible filing shows APLD at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHELSEA COUNSEL CO's position in APPLIED DIGITAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APLD was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APLD stock page CHELSEA COUNSEL CO fund profile CHELSEA COUNSEL CO full holdings
How CHELSEA COUNSEL CO held APLD β€” position size vs. price
% of Fund (quarterly)    APLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 48,575 β€” 0% 0.51% $1.2M 2026-04-24 $34.98
2025 Q4 REDUCED 10.1% -3.2% βœ… 48,575 -5,485 -10.1% 0.51% $1.2M 2026-02-24 $30.66
2025 Q3 REDUCED 6.4% +8.2% ❌ 54,060 -3,720 -6.4% 0.55% $1.2M 2025-11-25 $23.74
2025 Q2 INITIATED β€” β€” β€” 57,780 β€” β€” 0.29% $582K 2025-07-18 $11.93

🏒 Other funds also holding APLD

As of 2026 Q1 β€” sorted by position size

REX Advisers, LLC 2.14% AGP FRANKLIN, LLC 1.71% Tactive Advisors, LLC 1.01% Register Financial Advisors LLC 3Y 0.66% Yorktown Management & Research Co Inc 3Y 7Y 0.6% Uniting Wealth Partners, LLC 0.54% MRA Advisory Group 3Y 0.52% Dupree Financial Group, LLC 0.49% Meadowbrook Wealth Management, LLC 0.39% Mann Financial Group, Inc. 0.28%

FAQ About CHELSEA COUNSEL CO and APLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CHELSEA COUNSEL CO reported owning APLD?

CHELSEA COUNSEL CO reported APLD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported APLD position in CHELSEA COUNSEL CO's portfolio?

The largest reported portfolio weight for APLD was 0.55% in 2025 Q3.

What is the latest reported APLD position on this page?

The most recent filing on this page is 2026 Q1, when CHELSEA COUNSEL CO reported 48,575 shares, equal to 0.51% of portfolio, with an estimated market value of $1.2M.

What does the chart on this APLD ownership page compare?

The chart compares CHELSEA COUNSEL CO's quarterly APLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CHELSEA COUNSEL CO time their APLD position?

Based on 13F filing dates vs. subsequent APLD price moves, CHELSEA COUNSEL CO correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on APLD relative to SPY over the holding period was +171.3%.

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