Ownership history in Kovack Advisors, Inc. Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Kovack Advisors, Inc. outperformed the S&P 500 by +9.1% annually on this AAPL position. Timing score: 58% (31/53 decisions correct). Average cost basis: $136.26. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 9.1% per year on this position.
53 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
31 of 53 add/trim decisions correct
Best entry: $37.46 (2018 Q4) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
27 adds Β· 28 trims. Bought during 1 of 10 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.58% 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