Apple shares owned by Arete Wealth Advisors
Historical chart of Arete Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 155k | 254.71 |
| 2025-06-30 | $30M | 146k | 205.21 |
| 2025-03-31 | $38M | 169k | 222.13 |
| 2024-12-31 | $43M | 173k | 250.56 |
| 2024-09-30 | $29M | 125k | 231.99 |
| 2023-12-31 | $32M | 167k | 192.53 |
| 2023-06-30 | $36M | 184k | 193.97 |
| 2023-03-31 | $35B | 211k | 164900.22 |
| 2022-12-31 | $28B | 214k | 129929.77 |
| 2022-09-30 | $30M | 217k | 138.20 |
| 2022-06-30 | $20M | 149k | 137.01 |
| 2022-03-31 | $25M | 145k | 174.61 |
| 2021-12-31 | $26M | 142k | 180.58 |
| 2021-09-30 | $20M | 142k | 141.53 |
| 2021-06-30 | $14M | 142k | 101.36 |
| 2021-03-31 | $18M | 145k | 122.18 |
| 2020-12-31 | $19M | 141k | 131.74 |
| 2020-09-30 | $17M | 147k | 113.07 |
| 2020-06-30 | $13M | 36k | 364.82 |
| 2020-03-31 | $8.7M | 34k | 254.02 |
| 2019-12-31 | $10M | 34k | 293.83 |
| 2019-09-30 | $8.4M | 38k | 224.06 |
| 2019-06-30 | $7.9M | 40k | 198.10 |
| 2019-03-31 | $7.1M | 37k | 189.96 |
| 2018-12-31 | $6.0M | 38k | 157.73 |
| 2018-09-30 | $13M | 56k | 225.78 |
| 2018-06-30 | $12M | 65k | 185.10 |
| 2018-03-31 | $6.0M | 36k | 167.78 |
| 2017-12-31 | $6.1M | 36k | 169.23 |
| 2017-09-30 | $5.7M | 37k | 154.13 |
| 2017-06-30 | $4.4M | 31k | 144.01 |
| 2017-03-31 | $3.8M | 26k | 143.68 |
| 2016-12-31 | $4.1M | 35k | 115.81 |
| 2016-09-30 | $3.9M | 35k | 113.04 |
| 2016-06-30 | $5.6M | 59k | 95.60 |
| 2016-03-31 | $10M | 92k | 108.99 |
| 2015-12-31 | $6.5M | 62k | 105.26 |
| 2015-09-30 | $8.9M | 81k | 110.29 |
| 2015-06-30 | $10M | 81k | 125.43 |
| 2015-03-31 | $9.0M | 72k | 124.30 |
| 2014-12-31 | $6.6M | 60k | 110.39 |
| 2014-09-30 | $7.2M | 72k | 100.49 |
| 2014-06-30 | $7.8M | 84k | 93.17 |
| 2014-03-31 | $6.1M | 11k | 537.14 |
| 2013-12-31 | $4.5M | 8.0k | 558.46 |