AAPL APPLE INC

Ownership history in ROVIN CAPITAL /UT/ /ADV  ·  25 quarters on record

AI Ownership Summary

ROVIN CAPITAL /UT/ /ADV reported APPLE INC (AAPL) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.64% in 2024 Q4. The latest visible filing shows AAPL at 2.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROVIN CAPITAL /UT/ /ADV's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROVIN CAPITAL /UT/ /ADV held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,725 -1,704 -4.9% 2.36% $8.9M 2026-02-14 (Est.) $255.78
2025 Q3 UNCHANGED 34,429 0% 2.14% $7.1M 2025-10-17 $251.81
2025 Q2 ADDED 34,429 +706 +2.1% 2.14% $7.1M 2025-08-06 $212.60
2025 Q1 ADDED 33,723 +4,463 +15.3% 2.41% $7.5M 2025-04-28 $209.23
2024 Q4 ADDED 29,260 +2,327 +8.6% 2.64% $7.3M 2025-01-14 $232.01
2024 Q3 ADDED 26,933 +3,055 +12.8% 2.32% $6.3M 2024-11-01 $221.46
2024 Q2 ADDED 23,878 +690 +3.0% 2.09% $5.0M 2024-07-18 $222.46
2024 Q1 ADDED 23,188 +1,560 +7.2% 1.63% $4.0M 2024-04-22 $164.34
2023 Q4 ADDED 21,628 +715 +3.4% 1.89% $4.2M 2024-03-12 $171.67
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROVIN CAPITAL /UT/ /ADV and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROVIN CAPITAL /UT/ /ADV reported owning AAPL?

ROVIN CAPITAL /UT/ /ADV reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in ROVIN CAPITAL /UT/ /ADV's portfolio?

The largest reported portfolio weight for AAPL was 2.64% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when ROVIN CAPITAL /UT/ /ADV reported 32,725 shares, equal to 2.36% of portfolio, with an estimated market value of $8.9M.

What does the chart on this AAPL ownership page compare?

The chart compares ROVIN CAPITAL /UT/ /ADV's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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