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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

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

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Quarterly reported holdings in Apple by Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
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