Ownership history in Wealth Dimensions Group, Ltd. · 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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 | 62,548 | -1,381 | -2.2% | 3.37% | $17.0M | $271.61 |
| 2025 Q3 | REDUCED | 63,929 | -1,391 | -2.1% | 3.35% | $16.3M | $254.15 |
| 2025 Q2 | REDUCED | 65,320 | -419 | -0.6% | 2.95% | $13.4M | $204.55 |
| 2025 Q1 | ADDED | 65,739 | +765 | +1.2% | 3.49% | $14.6M | $221.17 |
| 2024 Q4 | ADDED | 64,974 | +3,507 | +5.7% | 3.99% | $16.3M | $249.06 |
| 2024 Q3 | REDUCED | 61,467 | -327 | -0.5% | 3.63% | $14.3M | $231.48 |
| 2024 Q2 | ADDED | 61,794 | +852 | +1.4% | 3.71% | $13.0M | $209.00 |
| 2024 Q1 | REDUCED | 60,942 | -4,568 | -7.0% | 3.09% | $10.5M | $169.93 |
| 2023 Q4 | ADDED | 65,510 | +682 | +1.1% | 3.99% | $12.6M | $190.55 |
| 2023 Q3 | ADDED | 64,828 | +638 | +1.0% | 4.03% | $11.1M | $169.23 |
As of 2025 Q4 — sorted by position size