AAPL APPLE INC

Ownership history in DDFG, Inc  ·  13 quarters on record

This page tracks every 13F SEC filing in which DDFG, 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.

Peak position
1.94% (2023 Q2)
Avg. % of fund
1.6%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,708 -312 -1.3% 1.41% $6.4M $271.61
2025 Q3 REDUCED 24,020 -150 -0.6% 1.41% $6.1M $254.15
2025 Q2 ADDED 24,170 +56 +0.2% 1.25% $5.0M $204.55
2025 Q1 REDUCED 24,114 -302 -1.2% 1.48% $5.4M $221.17
2024 Q4 REDUCED 24,416 -427 -1.7% 1.76% $6.1M $249.06
2024 Q3 REDUCED 24,843 -2,171 -8.0% 1.65% $5.8M $231.48
2024 Q2 ADDED 27,014 +79 +0.3% 1.76% $5.7M $209.00
2024 Q1 REDUCED 26,935 -63 -0.2% 1.47% $4.6M $169.93
2023 Q4 REDUCED 26,998 -37 -0.1% 1.76% $5.2M $190.55
2023 Q3 REDUCED 27,035 -195 -0.7% 1.71% $4.6M $169.23
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% of Fund (quarterly)    AAPL price (monthly, adj. close)
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