AAPL APPLE INC

Ownership history in First Affirmative Financial Network  ·  16 quarters on record

This page tracks every 13F SEC filing in which First Affirmative Financial Network 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
3.94% (2024 Q4)
Avg. % of fund
2.95%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 27,986 +1,739 +6.6% 2.95% $5.7M $254.15
2025 Q1 REDUCED 26,247 -1,002 -3.7% 3.57% $5.8M $221.17
2024 Q4 REDUCED 27,249 -3 -0.0% 3.94% $6.8M $249.06
2024 Q3 ADDED 27,252 +4,432 +19.4% 3.48% $6.3M $231.48
2024 Q2 ADDED 22,820 +823 +3.7% 3.34% $4.8M $209.00
2024 Q1 ADDED 21,997 +1,700 +8.4% 2.78% $3.8M $169.93
2023 Q4 ADDED 20,297 +4,708 +30.2% 3.12% $3.9M $190.55
2023 Q3 ADDED 15,589 +774 +5.2% 2.61% $2.7M $169.23
2023 Q2 ADDED 14,815 +719 +5.1% 2.87% $2.9M $191.46
2023 Q1 REDUCED 14,096 -583 -4.0% 2.69% $2.3M $162.55
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to First Affirmative Financial Network Holdings