Ownership history in Financial Security Advisor, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Financial Security Advisor, Inc. 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 | REDUCED | 52,291 | -814 | -1.5% | 2.75% | $14.2M | $271.61 |
| 2025 Q3 | REDUCED | 53,105 | -604 | -1.1% | 2.88% | $13.5M | $254.15 |
| 2025 Q2 | ADDED | 53,709 | +440 | +0.8% | 2.54% | $11.0M | $204.55 |
| 2025 Q1 | REDUCED | 53,269 | -818 | -1.5% | 3.00% | $11.8M | $221.17 |
| 2024 Q4 | REDUCED | 54,087 | -1,512 | -2.7% | 3.44% | $13.5M | $249.06 |
| 2024 Q3 | ADDED | 55,599 | +810 | +1.5% | 3.23% | $13.0M | $231.48 |
| 2024 Q2 | ADDED | 54,789 | +150 | +0.3% | 3.87% | $11.5M | $209.00 |
| 2024 Q1 | REDUCED | 54,639 | -693 | -1.3% | 3.27% | $9.4M | $169.93 |
| 2023 Q4 | REDUCED | 55,332 | -637 | -1.1% | 4.19% | $10.7M | $190.55 |
| 2023 Q3 | INITIATED | 55,969 | — | — | 4.40% | $9.6M | — |
As of 2025 Q4 — sorted by position size