Apple shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 81k | 192.53 |
| 2023-09-30 | $13M | 78k | 171.21 |
| 2023-06-30 | $15M | 79k | 193.97 |
| 2023-03-31 | $14M | 86k | 164.90 |
| 2022-12-31 | $10M | 78k | 129.93 |
| 2022-09-30 | $9.4M | 68k | 138.19 |
| 2022-06-30 | $9.1M | 67k | 136.72 |
| 2022-03-31 | $13M | 72k | 174.61 |
| 2021-12-31 | $13M | 73k | 177.58 |
| 2021-09-30 | $10M | 73k | 141.50 |
| 2021-06-30 | $12M | 87k | 136.97 |
| 2021-03-31 | $12M | 94k | 122.15 |
| 2020-12-31 | $19M | 141k | 132.69 |
| 2020-09-30 | $16M | 137k | 115.81 |
| 2020-06-30 | $45M | 123k | 364.80 |
| 2019-12-31 | $11M | 37k | 293.64 |
| 2019-09-30 | $8.7M | 39k | 223.96 |
| 2019-06-30 | $3.2M | 16k | 197.91 |
| 2019-03-31 | $3.0M | 16k | 189.94 |
| 2018-12-31 | $2.8M | 18k | 157.76 |
| 2018-09-30 | $4.0M | 18k | 225.71 |
| 2018-06-30 | $3.3M | 18k | 185.09 |
| 2018-03-31 | $2.3M | 14k | 167.76 |
| 2017-12-31 | $2.4M | 14k | 169.19 |
| 2017-09-30 | $2.2M | 14k | 154.09 |
| 2017-06-30 | $2.1M | 14k | 144.01 |
| 2017-03-31 | $2.8M | 20k | 143.67 |
| 2016-12-31 | $2.4M | 21k | 115.83 |
| 2016-09-30 | $1.6M | 15k | 113.04 |
| 2016-06-30 | $1.5M | 15k | 95.63 |
| 2016-03-31 | $1.5M | 13k | 109.00 |
| 2015-12-31 | $1.7M | 16k | 105.28 |
| 2015-09-30 | $1.7M | 16k | 110.32 |
| 2015-06-30 | $1.2M | 9.7k | 125.47 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors