Ownership history in Collaborative Wealth Managment Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. 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 | 28,223 | +4,800 | +20.5% | 2.70% | $7.7M | $271.61 |
| 2025 Q3 | REDUCED | 23,423 | -188 | -0.8% | 2.41% | $6.0M | $254.15 |
| 2025 Q2 | REDUCED | 23,611 | -83 | -0.4% | 2.11% | $4.8M | $204.55 |
| 2025 Q1 | REDUCED | 23,694 | -1,196 | -4.8% | 2.46% | $5.3M | $221.17 |
| 2024 Q4 | REDUCED | 24,890 | -1,549 | -5.9% | 2.83% | $6.2M | $249.06 |
| 2024 Q3 | REDUCED | 26,439 | -72 | -0.3% | 2.79% | $6.2M | $231.48 |
| 2024 Q2 | REDUCED | 26,511 | -75 | -0.3% | 2.73% | $5.6M | $209.00 |
| 2024 Q1 | REDUCED | 26,586 | -444 | -1.6% | 2.29% | $4.6M | $169.93 |
| 2023 Q4 | REDUCED | 27,030 | -442 | -1.6% | 2.82% | $5.2M | $190.55 |
| 2023 Q3 | REDUCED | 27,472 | -358 | -1.3% | 2.81% | $4.7M | $169.23 |
As of 2025 Q4 — sorted by position size