Ownership history in PACK Private Wealth, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which PACK Private Wealth, 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 | 9,629 | -281 | -2.8% | 1.19% | $2.6M | $271.61 |
| 2025 Q3 | ADDED | 9,910 | +7,425 | +298.8% | 1.19% | $2.5M | $254.15 |
| 2025 Q2 | REDUCED | 2,485 | -125 | -4.8% | 0.27% | $510K | $204.55 |
| 2025 Q1 | UNCHANGED | 2,610 | — | 0% | 0.34% | $580K | $221.17 |
| 2024 Q4 | UNCHANGED | 2,610 | — | 0% | 0.38% | $654K | $249.06 |
| 2024 Q3 | REDUCED | 2,610 | -90 | -3.3% | 0.34% | $608K | $231.48 |
| 2024 Q2 | ADDED | 2,700 | +121 | +4.7% | 0.35% | $569K | $209.00 |
| 2024 Q1 | REDUCED | 2,579 | -18 | -0.7% | 0.28% | $442K | $169.93 |
| 2023 Q4 | REDUCED | 2,597 | -108 | -4.0% | 0.34% | $500K | $190.55 |
| 2023 Q3 | UNCHANGED | 2,705 | — | 0% | 0.35% | $470K | $169.23 |
As of 2025 Q4 — sorted by position size