Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 40 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR 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 | 498,031 | -2,642 | -0.5% | 4.43% | $135.4M | $271.61 |
| 2025 Q3 | REDUCED | 500,673 | -15,962 | -3.1% | 4.37% | $127.5M | $254.15 |
| 2025 Q2 | ADDED | 516,635 | +11,052 | +2.2% | 3.91% | $106.0M | $204.55 |
| 2025 Q1 | REDUCED | 505,583 | -2,018 | -0.4% | 4.62% | $112.3M | $221.17 |
| 2024 Q4 | REDUCED | 507,601 | -3,424 | -0.7% | 5.20% | $127.1M | $249.06 |
| 2024 Q3 | REDUCED | 511,025 | -8,958 | -1.7% | 4.86% | $115.4M | $231.48 |
| 2024 Q2 | ADDED | 519,983 | +519,883 | +519883.0% | 4.94% | $109.5M | $209.00 |
| 2024 Q1 | REDUCED | 100 | -567,406 | -100.0% | 0.00% | $2K | $169.93 |
| 2024 Q1 | ADDED | 567,506 | +567,406 | +567406.0% | 6.00% | $109.3M | $169.93 |
| 2023 Q4 | REDUCED | 100 | -559,739 | -100.0% | 0.00% | $2K | $190.55 |
As of 2025 Q4 — sorted by position size