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Apple shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 24k 192.53
2023-09-30 $1.4M 8.3k 171.21
2022-09-30 $2.2M 16k 138.18
2022-03-31 $3.2M 19k 174.63

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple