Ownership history in Shared Vision Wealth Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group 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 | 174,344 | -2,572 | -1.5% | 18.03% | $44.5M | $271.61 |
| 2025 Q3 | REDUCED | 176,916 | -936 | -0.5% | 19.36% | $45.7M | $254.15 |
| 2025 Q2 | ADDED | 177,852 | +554 | +0.3% | 18.44% | $36.9M | $204.55 |
| 2025 Q1 | REDUCED | 177,298 | -100 | -0.1% | 21.51% | $39.4M | $221.17 |
| 2024 Q4 | REDUCED | 177,398 | -1,521 | -0.9% | 23.38% | $44.4M | $249.06 |
| 2024 Q3 | REDUCED | 178,919 | -120 | -0.1% | 22.27% | $41.7M | $231.48 |
| 2024 Q2 | ADDED | 179,039 | +6,819 | +4.0% | 21.94% | $37.7M | $209.00 |
| 2024 Q1 | REDUCED | 172,220 | -738 | -0.4% | 18.44% | $29.5M | $169.93 |
| 2023 Q4 | INITIATED | 172,958 | — | — | 22.24% | $33.3M | — |
As of 2025 Q4 — sorted by position size