Ownership history in Jentner Corp · 29 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp 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 Q2 | REDUCED | 5,390 | -66 | -1.2% | 0.30% | $1.1M | $204.55 |
| 2025 Q1 | ADDED | 5,456 | +2 | +0.0% | 0.36% | $1.2M | $221.17 |
| 2024 Q4 | ADDED | 5,454 | +1 | +0.0% | 0.40% | $1.4M | $249.06 |
| 2024 Q3 | ADDED | 5,453 | +299 | +5.8% | 0.39% | $1.3M | $231.48 |
As of 2025 Q4 — sorted by position size