AAPL APPLE INC

Ownership history in Wayfinding Financial, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Wayfinding Financial, 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
6.73% (2024 Q3)
Avg. % of fund
4.92%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,740 +345 +0.9% 4.23% $10.0M $271.61
2025 Q3 ADDED 36,395 +54 +0.1% 3.99% $9.3M $254.15
2025 Q2 REDUCED 36,341 -1,358 -3.6% 3.30% $7.4M $204.55
2025 Q1 REDUCED 37,699 -616 -1.6% 3.67% $8.4M $221.17
2024 Q4 REDUCED 38,315 -542 -1.4% 5.13% $9.6M $249.06
2024 Q3 REDUCED 38,857 -394 -1.0% 6.73% $9.1M $231.48
2024 Q2 REDUCED 39,251 -719 -1.8% 4.65% $8.3M $209.00
2024 Q1 ADDED 39,970 +220 +0.6% 4.27% $7.3M $169.93
2023 Q4 ADDED 39,750 +114 +0.3% 5.21% $7.7M $190.55
2023 Q3 REDUCED 39,636 -312 -0.8% 5.21% $6.9M $169.23
7 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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