Ownership history in IAM Advisory, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in APPLE INC COM (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 | 22,674 | -386 | -1.7% | 1.37% | $6.2M | $271.61 |
| 2025 Q3 | ADDED | 23,060 | +126 | +0.5% | 1.32% | $5.9M | $254.15 |
| 2025 Q2 | ADDED | 22,934 | +72 | +0.3% | 1.13% | $4.7M | $204.55 |
| 2025 Q1 | REDUCED | 22,862 | -456 | -2.0% | 1.32% | $5.1M | $221.17 |
| 2024 Q4 | REDUCED | 23,318 | -122 | -0.5% | 1.48% | $5.8M | $249.06 |
| 2024 Q3 | REDUCED | 23,440 | -383 | -1.6% | 1.38% | $5.5M | $231.48 |
| 2024 Q2 | REDUCED | 23,823 | -43 | -0.2% | 1.36% | $5.0M | $209.00 |
| 2024 Q1 | REDUCED | 23,866 | -472 | -1.9% | 1.12% | $4.1M | $169.93 |
| 2023 Q4 | REDUCED | 24,338 | -304 | -1.2% | 1.47% | $4.7M | $190.55 |
| 2023 Q3 | REDUCED | 24,642 | -125 | -0.5% | 1.47% | $4.2M | $169.23 |
As of 2025 Q4 — sorted by position size