AAPL APPLE INC

Ownership history in DecisionPoint Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which DecisionPoint Financial, 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
1.07% (2024 Q4)
Avg. % of fund
0.79%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,420 +418 +3.8% 0.68% $3.1M $271.61
2025 Q3 ADDED 11,002 +192 +1.8% 0.66% $2.8M $254.15
2025 Q2 REDUCED 10,810 -3,075 -22.1% 0.57% $2.2M $204.55
2025 Q1 REDUCED 13,885 -105 -0.8% 0.89% $3.1M $221.17
2024 Q4 ADDED 13,990 +2,964 +26.9% 1.07% $3.5M $249.06
2024 Q3 ADDED 11,026 +211 +2.0% 0.81% $2.6M $231.48
2024 Q2 ADDED 10,815 +180 +1.7% 0.81% $2.4M $209.00
2024 Q1 UNCHANGED 10,635 0% 0.72% $1.8M $169.93
2023 Q4 ADDED 10,635 +1,972 +22.8% 0.88% $2.0M $190.55
2023 Q3 REDUCED 8,663 -2,065 -19.2% 0.78% $1.5M $169.23
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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