Apple shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Apple by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 8.8k | 171.48 |
| 2023-12-31 | $1.7M | 9.0k | 192.53 |
| 2023-09-30 | $1.7M | 10k | 171.21 |
| 2023-06-30 | $2.0M | 10k | 193.97 |
| 2023-03-31 | $1.7M | 10k | 164.90 |
| 2022-12-31 | $1.3M | 10k | 129.94 |
| 2022-09-30 | $1.6M | 12k | 138.20 |
| 2022-06-30 | $1.8M | 13k | 136.70 |
| 2022-03-31 | $2.4M | 14k | 174.64 |
| 2021-12-31 | $2.6M | 15k | 177.58 |