Ownership history in New Perspectives, Inc · 11 quarters on record
This page tracks every 13F SEC filing in which New Perspectives, 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 11,100 | — | 0% | 1.05% | $3.0M | $271.61 |
| 2025 Q3 | UNCHANGED | 11,100 | — | 0% | 1.27% | $2.8M | $254.15 |
| 2025 Q2 | REDUCED | 11,100 | -1,375 | -11.0% | 1.13% | $2.3M | $204.55 |
| 2025 Q1 | REDUCED | 12,475 | -230 | -1.8% | 1.48% | $2.8M | $221.17 |
| 2024 Q4 | ADDED | 12,705 | +6 | +0.0% | 1.71% | $3.2M | $249.06 |
| 2024 Q3 | ADDED | 12,699 | +99 | +0.8% | 1.58% | $3.0M | $231.48 |
| 2024 Q2 | ADDED | 12,600 | +100 | +0.8% | 1.42% | $2.7M | $209.00 |
| 2024 Q1 | ADDED | 12,500 | +1,171 | +10.3% | 1.19% | $2.1M | $169.93 |
| 2022 Q4 | REDUCED | 11,329 | -470 | -4.0% | 1.26% | $1.5M | $127.88 |
| 2022 Q1 | ADDED | 11,799 | +460 | +4.1% | 1.48% | $2.1M | $171.08 |
As of 2025 Q4 — sorted by position size