AAPL APPLE INC

Ownership history in High Note Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which High Note 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
5.81% (2023 Q2)
Avg. % of fund
4.37%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 75,230 +796 +1.1% 4.00% $20.5M $271.61
2025 Q3 REDUCED 74,434 -558 -0.7% 3.80% $19.0M $254.15
2025 Q2 REDUCED 74,992 -2,254 -2.9% 3.52% $15.4M $204.55
2025 Q1 REDUCED 77,246 -576 -0.7% 4.25% $17.2M $221.17
2024 Q3 REDUCED 77,822 -128 -0.2% 5.18% $18.1M $231.48
2024 Q2 ADDED 77,950 +1,074 +1.4% 5.02% $16.4M $209.00
2024 Q1 ADDED 76,876 +1,512 +2.0% 4.29% $13.2M $169.93
2023 Q4 ADDED 75,364 +1,269 +1.7% 5.46% $14.5M $190.55
2023 Q3 ADDED 74,095 +639 +0.9% 5.24% $12.7M $169.23
2023 Q2 REDUCED 73,456 -1,896 -2.5% 5.81% $14.2M $191.46
10 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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