Ownership history in KPP Advisory Services LLC · 10 quarters on record
This page tracks every 13F SEC filing in which KPP Advisory Services 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 73,396 | -706 | -1.0% | 2.90% | $20.0M | $271.61 |
| 2025 Q3 | ADDED | 74,102 | +5,100 | +7.4% | 2.79% | $18.9M | $254.15 |
| 2025 Q2 | ADDED | 69,002 | +1,036 | +1.5% | 3.53% | $14.2M | $204.55 |
| 2025 Q1 | ADDED | 67,966 | +6,487 | +10.6% | 2.86% | $15.1M | $221.17 |
| 2024 Q4 | ADDED | 61,479 | +1,080 | +1.8% | 3.63% | $15.4M | $249.06 |
| 2024 Q3 | REDUCED | 60,399 | -794 | -1.3% | 3.38% | $14.1M | $231.48 |
| 2024 Q2 | ADDED | 61,193 | +1,009 | +1.7% | 3.43% | $12.9M | $209.00 |
| 2024 Q1 | REDUCED | 60,184 | -1,669 | -2.7% | 2.83% | $10.3M | $169.93 |
| 2023 Q4 | REDUCED | 61,853 | -207 | -0.3% | 10.46% | $11.9M | $190.55 |
| 2023 Q3 | INITIATED | 62,060 | — | — | 3.51% | $10.6M | — |
As of 2025 Q4 — sorted by position size