Ownership history in IMPACTfolio, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which IMPACTfolio, 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 | REDUCED | 19,537 | -258 | -1.3% | 2.23% | $5.3M | $271.61 |
| 2025 Q3 | REDUCED | 19,795 | -459 | -2.3% | 2.17% | $5.0M | $254.15 |
| 2025 Q2 | REDUCED | 20,254 | -234 | -1.1% | 1.97% | $4.2M | $204.55 |
| 2025 Q1 | REDUCED | 20,488 | -436 | -2.1% | 2.39% | $4.6M | $221.17 |
| 2024 Q4 | REDUCED | 20,924 | -16 | -0.1% | 2.72% | $5.2M | $249.06 |
| 2024 Q3 | REDUCED | 20,940 | -34 | -0.2% | 2.52% | $4.9M | $231.48 |
| 2024 Q2 | REDUCED | 20,974 | -5 | -0.0% | 2.47% | $4.4M | $209.00 |
| 2024 Q1 | REDUCED | 20,979 | -289 | -1.4% | 2.17% | $3.6M | $169.93 |
| 2023 Q4 | REDUCED | 21,268 | -34 | -0.2% | 2.66% | $4.1M | $190.55 |
| 2023 Q3 | REDUCED | 21,302 | -1,478 | -6.5% | 2.63% | $3.6M | $169.23 |
As of 2025 Q4 — sorted by position size