AAPL APPLE INC

Ownership history in VIAWEALTH, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which VIAWEALTH, 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
2.93% (2023 Q2)
Avg. % of fund
2.44%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,573 +98 +0.6% 2.69% $4.8M $271.61
2025 Q3 ADDED 17,475 +1,097 +6.7% 2.43% $4.4M $254.15
2025 Q2 REDUCED 16,378 -1,333 -7.5% 1.99% $3.4M $204.55
2025 Q1 REDUCED 17,711 -349 -1.9% 2.43% $3.9M $221.17
9 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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