Apple shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning investment in Apple
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Quarterly reported holdings in Apple by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 5.7k | 254.64 |
| 2025-06-30 | $1.2M | 5.6k | 205.18 |
| 2025-03-31 | $1.2M | 5.2k | 222.13 |
| 2024-12-31 | $1.3M | 5.2k | 250.42 |
| 2024-09-30 | $1.2M | 5.2k | 233.00 |
| 2024-06-30 | $1.2M | 5.8k | 210.61 |
| 2024-03-31 | $1.0M | 6.0k | 171.47 |
| 2023-12-31 | $1.0M | 5.4k | 192.53 |
| 2023-09-30 | $926k | 5.4k | 171.22 |
| 2023-06-30 | $1.1M | 5.5k | 193.97 |
| 2023-03-31 | $808k | 4.9k | 164.89 |
| 2022-12-31 | $619k | 4.8k | 129.92 |