AAPL APPLE INC

Ownership history in EVEXIA WEALTH LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which EVEXIA 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.

Peak position
5.24% (2023 Q1)
Avg. % of fund
4.09%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 44,127 -1,942 -4.2% 3.21% $11.5M $271.61
2025 Q3 REDUCED 46,069 -2,116 -4.4% 3.42% $11.4M $254.15
2025 Q2 ADDED 48,185 +1,533 +3.3% 3.20% $10.2M $204.55
2025 Q1 REDUCED 46,652 -115 -0.2% 3.37% $9.3M $221.17
2024 Q4 REDUCED 46,767 -925 -1.9% 3.61% $10.6M $249.06
2024 Q3 REDUCED 47,692 -8,019 -14.4% 3.75% $10.6M $231.48
2024 Q2 REDUCED 55,711 -1,715 -3.0% 4.68% $12.5M $209.00
2024 Q1 ADDED 57,426 +848 +1.5% 4.17% $10.1M $169.93
2023 Q4 ADDED 56,578 +954 +1.7% 4.44% $10.5M $190.55
2023 Q3 REDUCED 55,624 -296 -0.5% 4.82% $9.5M $169.23
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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