Ownership history in WEALTHSPAN PARTNERS, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in APPLE INC COM (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 | 19,361 | -172 | -0.9% | 1.91% | $5.3M | $271.61 |
| 2025 Q3 | REDUCED | 19,533 | -291 | -1.5% | 1.90% | $5.0M | $254.15 |
| 2025 Q2 | REDUCED | 19,824 | -269 | -1.3% | 1.68% | $4.1M | $204.55 |
| 2025 Q1 | REDUCED | 20,093 | -406 | -2.0% | 2.06% | $4.5M | $221.17 |
| 2024 Q4 | REDUCED | 20,499 | -220 | -1.1% | 2.45% | $5.1M | $249.06 |
| 2024 Q3 | REDUCED | 20,719 | -43 | -0.2% | 2.38% | $4.8M | $231.48 |
| 2024 Q2 | REDUCED | 20,762 | -130 | -0.6% | 2.41% | $4.4M | $209.00 |
| 2024 Q1 | REDUCED | 20,892 | -2,931 | -12.3% | 2.11% | $3.6M | $169.93 |
| 2023 Q4 | REDUCED | 23,823 | -49 | -0.2% | 3.21% | $4.6M | $190.55 |
| 2023 Q3 | ADDED | 23,872 | +432 | +1.8% | 3.23% | $4.1M | $169.23 |
As of 2025 Q4 — sorted by position size