Ownership history in Element Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Element Wealth, 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 | 9,130 | +124 | +1.4% | 1.02% | $2.5M | $271.61 |
| 2025 Q3 | REDUCED | 9,006 | -1,305 | -12.7% | 1.00% | $2.3M | $254.15 |
| 2025 Q2 | ADDED | 10,311 | +104 | +1.0% | 0.97% | $2.1M | $204.55 |
| 2025 Q1 | REDUCED | 10,207 | -1,031 | -9.2% | 1.22% | $2.3M | $221.17 |
| 2024 Q4 | ADDED | 11,238 | +343 | +3.1% | 1.47% | $2.8M | $249.06 |
| 2024 Q3 | ADDED | 10,895 | +109 | +1.0% | 1.34% | $2.5M | $231.48 |
| 2024 Q2 | ADDED | 10,786 | +50 | +0.5% | 1.28% | $2.3M | $209.00 |
| 2024 Q1 | REDUCED | 10,736 | -695 | -6.1% | 1.08% | $1.8M | $169.93 |
| 2023 Q4 | REDUCED | 11,431 | -91 | -0.8% | 1.38% | $2.2M | $190.55 |
| 2023 Q3 | REDUCED | 11,522 | -426 | -3.6% | 1.42% | $2.0M | $169.23 |
As of 2025 Q4 — sorted by position size