Ownership history in Continuum Advisory, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Continuum Advisory, 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 | 147,654 | +2,193 | +1.5% | 4.02% | $40.1M | $271.61 |
| 2025 Q3 | ADDED | 145,461 | +5,646 | +4.0% | 3.92% | $37.0M | $254.15 |
| 2025 Q2 | ADDED | 139,815 | +7,428 | +5.6% | 3.45% | $28.7M | $204.55 |
| 2025 Q1 | ADDED | 132,387 | +6,439 | +5.1% | 3.79% | $29.4M | $221.17 |
| 2024 Q4 | ADDED | 125,948 | +307 | +0.2% | 4.04% | $31.5M | $249.06 |
| 2024 Q3 | ADDED | 125,641 | +7,641 | +6.5% | 3.66% | $28.7M | $231.48 |
| 2024 Q2 | REDUCED | 118,000 | -1,641 | -1.4% | 3.58% | $24.9M | $209.00 |
| 2024 Q1 | REDUCED | 119,641 | -11,408 | -8.7% | 3.31% | $22.1M | $169.93 |
| 2023 Q4 | REDUCED | 131,049 | -62,998 | -32.5% | 3.59% | $25.2M | $190.55 |
| 2023 Q3 | REDUCED | 194,047 | -417 | -0.2% | 4.53% | $28.3M | $169.23 |
As of 2025 Q4 — sorted by position size