Ownership history in WealthPLAN Partners, LLC · 45 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, 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 | 193,701 | -3,657 | -1.9% | 7.87% | $52.7M | $271.61 |
| 2025 Q3 | REDUCED | 197,358 | -1,176 | -0.6% | 7.53% | $50.3M | $254.15 |
| 2025 Q2 | REDUCED | 198,534 | -15,336 | -7.2% | 6.56% | $40.7M | $204.55 |
| 2025 Q1 | REDUCED | 213,870 | -825 | -0.4% | 6.70% | $47.5M | $221.17 |
| 2024 Q4 | REDUCED | 214,695 | -19,657 | -8.4% | 7.63% | $53.8M | $249.06 |
| 2024 Q3 | REDUCED | 234,352 | -82,210 | -26.0% | 7.33% | $54.6M | $231.48 |
| 2024 Q2 | REDUCED | 316,562 | -2,442 | -0.8% | 7.16% | $66.7M | $209.00 |
| 2024 Q1 | REDUCED | 319,004 | -17,693 | -5.3% | 5.66% | $54.7M | $169.93 |
| 2023 Q4 | ADDED | 336,697 | +895 | +0.3% | 6.66% | $64.8M | $190.55 |
| 2023 Q3 | ADDED | 335,802 | +63,659 | +23.4% | 6.68% | $57.5M | $169.23 |
As of 2025 Q4 — sorted by position size