Ownership history in Net Worth Advisory Group · 6 quarters on record
This page tracks every 13F SEC filing in which Net Worth Advisory Group 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 | 55,314 | +42,102 | +318.7% | 3.04% | $15.0M | $271.61 |
| 2025 Q3 | REDUCED | 13,212 | -37,084 | -73.7% | 0.97% | $3.4M | $254.15 |
| 2025 Q2 | ADDED | 50,296 | +37,979 | +308.3% | 2.29% | $10.3M | $204.55 |
| 2025 Q1 | ADDED | 12,317 | +723 | +6.2% | 0.86% | $2.7M | $221.17 |
| 2024 Q4 | REDUCED | 11,594 | -1,019 | -8.1% | 0.88% | $2.9M | $249.06 |
| 2024 Q3 | INITIATED | 12,613 | — | — | 0.87% | $2.9M | $231.48 |
As of 2025 Q4 — sorted by position size