Ownership history in DecisionPoint Financial, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π DecisionPoint Financial, LLC underperformed the S&P 500 by β1.9% annually on this AAPL position. Timing score: 44% (4/9 decisions correct). Average cost basis: $205.03. Maximum drawdown during holding period: β17.9%.
β οΈ Trailed SPY by 1.9% ann. on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $190.55 (2023 Q4) Β· Worst: $271.61 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 0 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.68% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size