Apple shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Aletheian 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 Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 15k | 233.00 |
| 2024-06-30 | $3.3M | 15k | 210.62 |
| 2024-03-31 | $4.6M | 27k | 171.48 |
| 2023-12-31 | $3.0M | 16k | 192.53 |
| 2023-09-30 | $2.9M | 17k | 171.21 |
| 2023-06-30 | $3.5M | 18k | 193.97 |
| 2023-03-31 | $1.9M | 12k | 164.90 |
| 2022-12-31 | $1.6M | 12k | 129.93 |
| 2022-09-30 | $1.2M | 8.4k | 138.26 |
| 2022-06-30 | $1.4M | 10k | 136.69 |
| 2022-03-31 | $1.4M | 8.3k | 174.57 |
| 2021-12-31 | $1.3M | 7.1k | 177.56 |