Ownership history in COREPATH WEALTH PARTNERS LLC · 20 quarters on record
This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS 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 | REDUCED | 2,447 | -7 | -0.3% | 0.43% | $637K | $271.61 |
| 2025 Q3 | ADDED | 2,454 | +294 | +13.6% | 0.46% | $630K | $254.15 |
| 2025 Q2 | ADDED | 2,160 | +17 | +0.8% | 0.39% | $461K | $204.55 |
| 2025 Q1 | REDUCED | 2,143 | -1 | -0.0% | 0.41% | $428K | $221.17 |
| 2024 Q4 | REDUCED | 2,144 | -478 | -18.2% | 0.49% | $500K | $249.06 |
| 2024 Q3 | ADDED | 2,622 | +30 | +1.2% | 0.59% | $606K | $231.48 |
| 2024 Q2 | ADDED | 2,592 | +72 | +2.9% | 0.62% | $590K | $209.00 |
| 2024 Q1 | REDUCED | 2,520 | -727 | -22.4% | 0.47% | $426K | $169.93 |
| 2023 Q4 | ADDED | 3,247 | +644 | +24.7% | 0.33% | $588K | $190.55 |
| 2023 Q3 | ADDED | 2,603 | +300 | +13.0% | 0.28% | $466K | $169.23 |
As of 2025 Q4 — sorted by position size