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Apple shares owned by Avantra Family Wealth

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Avantra Family Wealth from 13F filings

Historical chart of Avantra Family Wealth investment in Apple

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

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Quarterly reported holdings in Apple by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 28k 254.63
2025-06-30 $5.9M 29k 205.17
2025-03-31 $6.1M 27k 222.13
2024-12-31 $7.0M 28k 250.42