Ownership history in CoreCap Advisors, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in APPLE INC COM (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 | 166,319 | +3,993 | +2.5% | 1.58% | $45.2M | $271.61 |
| 2025 Q3 | REDUCED | 162,326 | -10,095 | -5.9% | 1.50% | $41.3M | $254.15 |
| 2025 Q2 | REDUCED | 172,421 | -775 | -0.4% | 1.42% | $35.4M | $204.55 |
| 2025 Q1 | ADDED | 173,196 | +540 | +0.3% | 1.69% | $38.5M | $221.17 |
| 2024 Q4 | REDUCED | 172,656 | -18,261 | -9.6% | 1.97% | $43.2M | $249.06 |
| 2024 Q3 | ADDED | 190,917 | +26,450 | +16.1% | 2.09% | $44.5M | $231.48 |
| 2023 Q4 | ADDED | 164,467 | +40,712 | +32.9% | 2.04% | $31.7M | $190.55 |
| 2022 Q4 | REDUCED | 123,755 | -18,415 | -13.0% | 1.44% | $17.1M | $127.88 |
| 2022 Q2 | ADDED | 142,170 | +1,819 | +1.3% | 1.51% | $19.4M | $134.15 |
| 2022 Q1 | REDUCED | 140,351 | -4,494 | -3.1% | 1.69% | $24.5M | $171.08 |
As of 2025 Q4 — sorted by position size