Ownership history in tru Independence LLC · 24 quarters on record
This page tracks every 13F SEC filing in which tru Independence 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 | REDUCED | 38,206 | -116 | -0.3% | 2.62% | $10.4M | $271.61 |
| 2025 Q3 | ADDED | 38,322 | +301 | +0.8% | 2.53% | $9.8M | $254.15 |
| 2025 Q2 | ADDED | 38,021 | +3,039 | +8.7% | 2.26% | $7.8M | $204.55 |
| 2025 Q1 | ADDED | 34,982 | +199 | +0.6% | 2.41% | $7.8M | $221.17 |
| 2024 Q4 | REDUCED | 34,783 | -1,498 | -4.1% | 2.74% | $8.7M | $249.06 |
| 2024 Q3 | ADDED | 36,281 | +1,007 | +2.9% | 2.47% | $8.5M | $231.48 |
| 2024 Q2 | ADDED | 35,274 | +213 | +0.6% | 2.24% | $7.4M | $209.00 |
| 2024 Q1 | REDUCED | 35,061 | -343 | -1.0% | 1.77% | $6.0M | $169.93 |
| 2023 Q4 | REDUCED | 35,404 | -5,872 | -14.2% | 2.07% | $6.8M | $190.55 |
| 2023 Q3 | REDUCED | 41,276 | -728 | -1.7% | 2.45% | $7.1M | $169.23 |
As of 2025 Q4 — sorted by position size