Apple shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 10k | 254.64 |
| 2025-06-30 | $2.0M | 10k | 205.17 |
| 2025-03-31 | $3.6M | 16k | 222.13 |
| 2024-12-31 | $4.0M | 16k | 250.42 |
| 2024-09-30 | $3.7M | 16k | 233.00 |
| 2024-06-30 | $3.7M | 16k | 228.87 |
| 2024-03-31 | $2.8M | 17k | 171.48 |
| 2023-12-31 | $3.3M | 17k | 192.53 |
| 2023-09-30 | $3.0M | 17k | 171.26 |
| 2023-06-30 | $3.3M | 17k | 193.97 |
| 2023-03-31 | $3.0M | 18k | 164.90 |
| 2022-12-31 | $2.4M | 19k | 129.93 |