Ownership history in EVERPAR ADVISORS LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which EVERPAR ADVISORS 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 β sourced directly from SEC EDGAR 13F filings.
π EVERPAR ADVISORS LLC outperformed the S&P 500 by +13.6% annually on this AAPL position. Timing score: 43% (3/7 decisions correct). Average cost basis: $240.55. Maximum drawdown during holding period: β17.9%.
π₯ Exceptional β beat the S&P 500 by 13.6% per year on this position.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $204.55 (2025 Q2) Β· Worst: $271.61 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size