AAPL APPLE INC

Ownership history in Integrity Financial Corp /WA  ·  27 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported APPLE INC (AAPL) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.51% in 2024 Q4. The latest visible filing shows AAPL at 4.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Financial Corp /WA's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 4.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.51% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Integrity Financial Corp /WA held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 30,918 -2,225 -6.7% 4.26% $8.4M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 33,143 -880 -2.6% 4.03% $8.4M 2025-11-06 $269.26
2025 Q2 ADDED 34,023 +264 +0.8% 3.55% $7.0M 2025-08-05 $202.30
2025 Q1 ADDED 33,759 +2,389 +7.6% 4.25% $7.5M 2025-05-12 $210.15
2024 Q4 REDUCED 31,370 -1,610 -4.9% 4.51% $7.9M 2025-02-13 $240.48
2024 Q3 ADDED 32,980 +5,225 +18.8% 4.51% $7.7M 2024-10-21 $234.94
2024 Q2 REDUCED 27,755 -1,645 -5.6% 3.66% $5.8M 2024-07-30 $217.12
2024 Q1 ADDED 29,400 +1,522 +5.5% 3.46% $5.0M 2024-05-02 $171.47
2023 Q4 ADDED 27,878 +27,778 +27778.0% 3.89% $5.4M 2024-02-07 $187.46
2023 Q4 REDUCED 100 -28,294 -99.6% 0.01% $19K 2024-02-07 $187.46
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Integrity Financial Corp /WA and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrity Financial Corp /WA reported owning AAPL?

Integrity Financial Corp /WA reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for AAPL was 4.51% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Integrity Financial Corp /WA reported 30,918 shares, equal to 4.26% of portfolio, with an estimated market value of $8.4M.

What does the chart on this AAPL ownership page compare?

The chart compares Integrity Financial Corp /WA's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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