Ownership history in Summit Wealth Group, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Summit 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 | ADDED | 19,523 | +569 | +3.0% | 1.24% | $5.3M | $271.61 |
| 2025 Q3 | REDUCED | 18,954 | -170 | -0.9% | 1.17% | $4.8M | $254.15 |
| 2025 Q2 | REDUCED | 19,124 | -1,205 | -5.9% | 1.01% | $3.9M | $204.55 |
| 2025 Q1 | REDUCED | 20,329 | -665 | -3.2% | 1.32% | $4.5M | $221.17 |
| 2024 Q4 | REDUCED | 20,994 | -4,283 | -16.9% | 1.52% | $5.3M | $249.06 |
| 2024 Q3 | REDUCED | 25,277 | -125 | -0.5% | 1.70% | $5.9M | $231.48 |
| 2024 Q2 | REDUCED | 25,402 | -13,340 | -34.4% | 1.61% | $5.3M | $209.00 |
| 2024 Q1 | REDUCED | 38,742 | -1,730 | -4.3% | 4.52% | $6.6M | $169.93 |
| 2023 Q4 | REDUCED | 40,472 | -494 | -1.2% | 6.10% | $7.8M | $190.55 |
| 2023 Q3 | REDUCED | 40,966 | -6,951,454 | -99.4% | 6.26% | $7.0M | $169.23 |
As of 2025 Q4 — sorted by position size