Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 111,993 | +2,101 | +1.9% | 1.36% | $29.2M | $271.61 |
| 2025 Q3 | ADDED | 109,892 | +4,292 | +4.1% | 1.71% | $29.6M | $254.15 |
| 2025 Q2 | ADDED | 105,600 | +4,186 | +4.1% | 1.50% | $24.3M | $204.55 |
| 2025 Q1 | ADDED | 101,414 | +455 | +0.5% | 1.59% | $21.4M | $221.17 |
| 2024 Q4 | ADDED | 100,959 | +37,036 | +57.9% | 1.86% | $23.9M | $249.06 |
| 2024 Q3 | ADDED | 63,923 | +11,060 | +20.9% | 1.42% | $14.8M | $231.48 |
| 2024 Q2 | INITIATED | 52,863 | — | — | 1.38% | $11.1M | — |
As of 2025 Q4 — sorted by position size