Ownership history in TL Private Wealth · 14 quarters on record
This page tracks every 13F SEC filing in which TL Private Wealth 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 | 3,574 | -12 | -0.3% | 0.36% | $927K | $271.61 |
| 2025 Q3 | ADDED | 3,586 | +1 | +0.0% | 0.36% | $888K | $254.15 |
| 2025 Q2 | UNCHANGED | 3,585 | — | 0% | 0.31% | $753K | $204.55 |
| 2025 Q1 | ADDED | 3,585 | +1 | +0.0% | 0.31% | $618K | $221.17 |
| 2024 Q4 | ADDED | 3,584 | +1 | +0.0% | 0.38% | $852K | $249.06 |
| 2024 Q3 | ADDED | 3,583 | +133 | +3.9% | 0.36% | $794K | $231.48 |
| 2024 Q2 | ADDED | 3,450 | +1 | +0.0% | 0.37% | $810K | $209.00 |
| 2024 Q1 | ADDED | 3,449 | +50 | +1.5% | 0.29% | $585K | $169.93 |
| 2023 Q4 | REDUCED | 3,399 | -74 | -2.1% | 0.34% | $654K | $190.55 |
| 2023 Q3 | REDUCED | 3,473 | -19 | -0.5% | 0.36% | $622K | $169.23 |
As of 2025 Q4 — sorted by position size