Apple shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 70k | 254.63 |
| 2025-06-30 | $14M | 70k | 205.17 |
| 2025-03-31 | $15M | 69k | 222.13 |
| 2024-12-31 | $18M | 71k | 250.42 |
| 2024-09-30 | $17M | 73k | 233.00 |
| 2024-06-30 | $16M | 77k | 210.62 |
| 2024-03-31 | $13M | 73k | 171.48 |
| 2023-12-31 | $16M | 83k | 192.53 |
| 2023-09-30 | $15M | 86k | 171.21 |
| 2023-06-30 | $18M | 91k | 193.97 |
| 2023-03-31 | $15M | 91k | 164.90 |
| 2022-12-31 | $13M | 99k | 129.93 |
| 2022-09-30 | $14M | 103k | 138.20 |