Ownership history in Intelligence Driven Advisers, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which Intelligence Driven Advisers, 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 β sourced directly from SEC EDGAR 13F filings.
π Intelligence Driven Advisers, LLC outperformed the S&P 500 by +7.4% annually on this AAPL position. Timing score: 57% (13/23 decisions correct). Average cost basis: $151.23. Maximum drawdown during holding period: β26.4%.
π₯ Exceptional β beat the S&P 500 by 7.4% per year on this position.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 23 add/trim decisions correct
Best entry: $88.38 (2020 Q2) Β· Worst: $231.48 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 14 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Intelligence Driven Advisers, LLC has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 2.76% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size