AAPL APPLE INC

Ownership history in CVFG LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CVFG 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.

Peak position
7.22% (2024 Q4)
Avg. % of fund
6.16%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 32,059 +13 +0.0% 5.98% $8.7M $271.61
2025 Q3 REDUCED 32,046 -183 -0.6% 5.89% $8.2M $254.15
2025 Q2 ADDED 32,229 +189 +0.6% 5.25% $6.6M $204.55
2025 Q1 ADDED 32,040 +437 +1.4% 6.47% $7.1M $221.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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