AAPL APPLE INC

Ownership history in Tidemark, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Tidemark, 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
2.2% (2023 Q4)
Avg. % of fund
1.65%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,415 +343 +1.9% 1.42% $5.0M $271.61
2025 Q3 REDUCED 18,072 -130 -0.7% 1.34% $4.6M $254.15
2025 Q2 REDUCED 18,202 -738 -3.9% 1.20% $3.7M $204.55
2025 Q1 REDUCED 18,940 -554 -2.8% 1.54% $4.2M $221.17
2024 Q4 ADDED 19,494 +831 +4.5% 1.87% $4.9M $249.06
2024 Q3 ADDED 18,663 +794 +4.4% 1.78% $4.3M $231.48
2024 Q2 REDUCED 17,869 -875 -4.7% 1.73% $3.8M $209.00
2024 Q1 ADDED 18,744 +484 +2.7% 1.79% $3.2M $169.93
2023 Q4 INITIATED 18,260 2.20% $3.5M
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to Tidemark, LLC Holdings