AAPL β€” Apple

Ownership history in Kades & Cheifetz LLC  Β·  9 quarters on record

AI Ownership Summary

Kades & Cheifetz LLC reported Apple (AAPL) in 9 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 5.6% in 2023 Q3. The latest visible filing shows AAPL at 4.28% 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 Kades & Cheifetz LLC's position in Apple, 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
2024 Q4

AAPL was reported at 4.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.6% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2024 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 Kades & Cheifetz LLC held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 33,373 -5,455 -14.0% 4.28% $8.4M 2025-02-14 (Est.) $243.54
2024 Q3 REDUCED 38,828 -290 -0.7% 5.18% $9.0M 2024-10-02 $225.30
2024 Q2 REDUCED 39,118 -229 -0.6% 5.18% $8.2M 2024-08-12 $216.11
2024 Q1 REDUCED 39,347 -610 -1.5% 4.32% $6.7M 2024-05-06 $180.07
2023 Q4 REDUCED 39,957 -1,361 -3.3% 5.45% $7.7M 2024-01-30 $186.11
2023 Q3 REDUCED 41,318 -302 -0.7% 5.60% $7.1M 2023-10-30 $168.32
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kades & Cheifetz LLC and AAPL

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

How long has Kades & Cheifetz LLC reported owning AAPL?

Kades & Cheifetz LLC reported AAPL across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported AAPL position in Kades & Cheifetz LLC's portfolio?

The largest reported portfolio weight for AAPL was 5.60% in 2023 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2024 Q4, when Kades & Cheifetz LLC reported 33,373 shares, equal to 4.28% of portfolio, with an estimated market value of $8.4M.

What does the chart on this AAPL ownership page compare?

The chart compares Kades & Cheifetz LLC'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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