AAPL APPLE INC

Ownership history in TFB Advisors LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which TFB Advisors 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
2.1% (2024 Q4)
Avg. % of fund
1.72%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,844 -351 -1.7% 1.51% $5.4M $271.61
2025 Q3 REDUCED 20,195 -11,162 -35.6% 1.46% $5.0M $254.15
2025 Q2 ADDED 31,357 +1,841 +6.2% 1.69% $6.4M $204.55
2025 Q1 ADDED 29,516 +128 +0.4% 1.89% $6.6M $221.17
2024 Q4 ADDED 29,388 +136 +0.5% 2.10% $7.4M $249.06
2024 Q3 ADDED 29,252 +600 +2.1% 2.03% $6.8M $231.48
2024 Q2 ADDED 28,652 +4,181 +17.1% 1.97% $6.0M $209.00
2024 Q1 ADDED 24,471 +6,510 +36.2% 1.50% $4.1M $169.93
2023 Q4 REDUCED 17,961 -6,056 -25.2% 1.77% $3.5M $190.55
2023 Q2 ADDED 24,017 +11,925 +98.6% 2.03% $4.7M $191.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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