AAPL APPLE INC

Ownership history in Rede Wealth, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Rede 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.

Peak position
9.59% (2024 Q2)
Avg. % of fund
4.67%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,500 +5,661 +13.5% 4.49% $12.9M $271.61
2025 Q3 REDUCED 41,839 -7,666 -15.5% 8.37% $10.7M $254.15
2025 Q2 REDUCED 49,505 -107 -0.2% 3.67% $10.2M $204.55
2025 Q1 REDUCED 49,612 -58 -0.1% 3.89% $11.0M $221.17
2024 Q4 REDUCED 49,670 -737 -1.5% 4.77% $12.4M $249.06
2024 Q3 ADDED 50,407 +973 +2.0% 4.49% $11.7M $231.48
2024 Q2 REDUCED 49,434 -1,044 -2.1% 9.59% $10.4M $209.00
2024 Q1 ADDED 50,478 +14 +0.0% 3.63% $8.7M $169.93
2023 Q4 REDUCED 50,464 -157 -0.3% 4.61% $9.7M $190.55
2023 Q3 REDUCED 50,621 -1,614 -3.1% 4.35% $8.7M $169.23
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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