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 |
| 2024 Q4 | REDUCED | 76,864 | -30,113 | -28.1% | 1.11% | $19.2M | $249.06 |
| 2024 Q3 | ADDED | 106,977 | +298 | +0.3% | 1.38% | $24.9M | $231.48 |
| 2024 Q2 | REDUCED | 106,679 | -1,470 | -1.4% | 1.35% | $22.5M | $209.00 |
| 2024 Q1 | ADDED | 108,149 | +4,338 | +4.2% | 1.15% | $18.5M | $169.93 |
| 2023 Q4 | ADDED | 103,811 | +3,674 | +3.7% | 1.36% | $20.0M | $190.55 |
| 2023 Q3 | REDUCED | 100,137 | -19,050 | -16.0% | 1.32% | $17.1M | $169.23 |
As of 2025 Q4 — sorted by position size