Ownership history in Goepper Burkhardt LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Goepper Burkhardt 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 38,718 | +136 | +0.4% | 3.43% | $10.5M | $271.61 |
| 2025 Q3 | REDUCED | 38,582 | -1,247 | -3.1% | 3.35% | $9.8M | $254.15 |
| 2025 Q2 | REDUCED | 39,829 | -725 | -1.8% | 3.01% | $8.2M | $204.55 |
| 2025 Q1 | REDUCED | 40,554 | -26 | -0.1% | 3.60% | $9.0M | $221.17 |
| 2024 Q4 | REDUCED | 40,580 | -1,749 | -4.1% | 4.13% | $10.2M | $249.06 |
| 2024 Q3 | ADDED | 42,329 | +2,160 | +5.4% | 4.07% | $9.9M | $231.48 |
| 2024 Q2 | REDUCED | 40,169 | -76 | -0.2% | 3.83% | $8.5M | $209.00 |
| 2024 Q1 | REDUCED | 40,245 | -940 | -2.3% | 3.43% | $7.4M | $169.93 |
| 2023 Q4 | REDUCED | 41,185 | -1,705 | -4.0% | 3.87% | $7.8M | $190.55 |
| 2023 Q3 | REDUCED | 42,890 | -6 | -0.0% | 4.48% | $7.3M | $169.23 |
As of 2025 Q4 — sorted by position size