Ownership history in Ellevest, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in APPLE INC COM (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 | REDUCED | 67,273 | -1,721 | -2.5% | 2.53% | $18.3M | $271.61 |
| 2025 Q3 | ADDED | 68,994 | +872 | +1.3% | 2.51% | $17.6M | $254.15 |
| 2025 Q2 | REDUCED | 68,122 | -4,584 | -6.3% | 2.23% | $14.0M | $204.55 |
| 2025 Q1 | REDUCED | 72,706 | -4,158 | -5.4% | 1.08% | $16.2M | $221.17 |
As of 2025 Q4 — sorted by position size