Ownership history in Wiser Advisor Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group 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 | 22,674 | -597 | -2.6% | 7.05% | $6.2M | $271.61 |
| 2025 Q3 | REDUCED | 23,271 | -196 | -0.8% | 7.37% | $5.9M | $254.15 |
| 2025 Q2 | REDUCED | 23,467 | -1,953 | -7.7% | 8.36% | $4.8M | $204.55 |
| 2025 Q1 | REDUCED | 25,420 | -328 | -1.3% | 8.34% | $5.6M | $221.17 |
| 2024 Q4 | ADDED | 25,748 | +106 | +0.4% | 9.38% | $6.4M | $249.06 |
| 2024 Q3 | ADDED | 25,642 | +150 | +0.6% | 8.92% | $6.0M | $231.48 |
| 2024 Q2 | REDUCED | 25,492 | -465 | -1.8% | 8.44% | $5.4M | $209.00 |
| 2024 Q1 | ADDED | 25,957 | +816 | +3.2% | 6.98% | $4.5M | $169.93 |
| 2023 Q4 | INITIATED | 25,141 | — | — | 8.05% | $4.8M | — |
As of 2025 Q4 — sorted by position size