AAPL APPLE INC

Ownership history in SPIREPOINT PRIVATE CLIENT, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which SPIREPOINT PRIVATE CLIENT, 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
4.56% (2024 Q4)
Avg. % of fund
4.04%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 170,031 +16,169 +10.5% 4.42% $46.2M $271.61
2025 Q3 ADDED 153,862 +9,849 +6.8% 4.12% $39.2M $254.15
2025 Q2 REDUCED 144,013 -168 -0.1% 3.34% $29.5M $204.55
2025 Q1 REDUCED 144,181 -1,253 -0.9% 4.18% $32.0M $221.17
2024 Q4 ADDED 145,434 +8,493 +6.2% 4.56% $36.4M $249.06
2024 Q3 REDUCED 136,941 -230 -0.2% 4.22% $31.9M $231.48
2024 Q2 ADDED 137,171 +6,721 +5.2% 4.10% $28.9M $209.00
2024 Q1 INITIATED 130,450 3.41% $22.4M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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