Ownership history in Simplicity Wealth,LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Simplicity 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 | 102,304 | -8,615 | -7.8% | 1.66% | $27.8M | $271.61 |
| 2025 Q3 | REDUCED | 110,919 | -49,648 | -30.9% | 1.64% | $28.2M | $254.15 |
| 2025 Q2 | ADDED | 160,567 | +67,605 | +72.7% | 1.37% | $32.9M | $204.55 |
| 2025 Q1 | ADDED | 92,962 | +50,780 | +120.4% | 1.61% | $20.6M | $221.17 |
| 2024 Q4 | REDUCED | 42,182 | -15,222 | -26.5% | 2.20% | $10.6M | $249.06 |
| 2024 Q3 | REDUCED | 57,404 | -587,294 | -91.1% | 1.24% | $13.4M | $231.48 |
| 2024 Q2 | REDUCED | 644,698 | -19,006 | -2.9% | 3.07% | $135.8M | $209.00 |
| 2024 Q1 | ADDED | 663,704 | +658,207 | +11973.9% | 2.71% | $113.8M | $169.93 |
| 2023 Q4 | ADDED | 5,497 | +3,095 | +128.9% | 0.41% | $1.1M | $190.55 |
| 2023 Q3 | REDUCED | 2,402 | -632 | -20.8% | 0.24% | $411K | $169.23 |
As of 2025 Q4 — sorted by position size