AAPL — APPLE INC

Ownership history in Diversify Advisory Services, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, 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
3.66% (2024 Q3)
Avg. % of fund
3.12%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 354,646 +23,605 +7.1% 2.87% $90.6M $271.61
2025 Q3 ADDED 331,041 +34,918 +11.8% 2.99% $89.1M $254.15
2025 Q2 ADDED 296,123 +61,817 +26.4% 2.60% $68.0M $204.55
2025 Q1 REDUCED 234,306 -24,517 -9.5% 3.09% $49.5M $221.17
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
← Back to Diversify Advisory Services, LLC Holdings