AAPL APPLE INC

Ownership history in Kovack Advisors, Inc.  ·  55 quarters on record

This page tracks every 13F SEC filing in which Kovack Advisors, Inc. 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.

Peak position
11.94% (2017 Q4)
Avg. % of fund
3.13%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
55
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 283,434 +127,542 +81.8% 3.58% $46.8M $271.61
2025 Q3 REDUCED 155,892 -17,367 -10.0% 3.74% $39.7M $254.15
2025 Q2 REDUCED 173,259 -10,481 -5.7% 3.48% $35.5M $204.55
2025 Q1 REDUCED 183,740 -13,792 -7.0% 4.32% $40.8M $221.17
2024 Q4 ADDED 197,532 +19,150 +10.7% 4.85% $49.5M $249.06
2024 Q3 REDUCED 178,382 -5,969 -3.2% 4.40% $41.6M $231.48
2024 Q2 REDUCED 184,351 -34,419 -15.7% 4.27% $38.8M $209.00
2024 Q1 ADDED 218,770 +23,511 +12.0% 4.54% $37.5M $169.93
2023 Q4 ADDED 195,259 +9,243 +5.0% 4.47% $37.6M $190.55
2023 Q3 REDUCED 186,016 -924 -0.5% 4.44% $31.8M $169.23
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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