Apple shares owned by Allen Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Allen Wealth Management
from 13F filings
Historical chart of Allen Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Allen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Allen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.63 |
| 2025-06-30 | $2.2M | 11k | 205.17 |
| 2025-03-31 | $2.5M | 11k | 222.13 |
| 2024-12-31 | $2.7M | 11k | 250.42 |
| 2024-09-30 | $2.5M | 11k | 233.00 |
| 2024-06-30 | $2.2M | 10k | 210.62 |
| 2024-03-31 | $1.8M | 10k | 171.48 |