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Apple shares owned by Sendero Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sendero Wealth Management from 13F filings

Historical chart of Sendero Wealth Management investment in Apple

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All positions including Apple held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Sendero Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 18k 171.48
2023-12-31 $3.4M 18k 192.53
2023-09-30 $2.7M 16k 171.21
2023-06-30 $3.2M 17k 193.97