Ownership history in Lighthouse Financial LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Lighthouse Financial 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 | ADDED | 10,921 | +139 | +1.3% | 1.94% | $3.0M | $271.61 |
| 2025 Q3 | REDUCED | 10,782 | -222 | -2.0% | 1.81% | $2.7M | $254.15 |
| 2025 Q2 | REDUCED | 11,004 | -100 | -0.9% | 1.73% | $2.3M | $204.55 |
| 2025 Q1 | REDUCED | 11,104 | -650 | -5.5% | 2.13% | $2.5M | $221.17 |
| 2024 Q4 | INITIATED | 11,754 | — | — | 2.39% | $2.9M | $249.06 |
As of 2025 Q4 — sorted by position size