Apple shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 6.6k | 254.63 |
| 2025-06-30 | $1.3M | 6.2k | 205.17 |
| 2025-03-31 | $1.4M | 6.4k | 222.13 |
| 2024-12-31 | $1.6M | 6.4k | 250.43 |
| 2024-09-30 | $7.5M | 32k | 233.02 |
| 2024-06-30 | $6.0M | 28k | 210.62 |
| 2024-03-31 | $505k | 2.9k | 171.48 |
| 2023-12-31 | $560k | 2.9k | 192.51 |
| 2023-09-30 | $498k | 2.9k | 171.19 |
| 2023-06-30 | $535k | 2.8k | 194.12 |
| 2023-03-31 | $454k | 2.8k | 164.73 |
| 2022-12-31 | $358k | 2.8k | 129.90 |
| 2022-06-30 | $382k | 2.8k | 136.87 |
| 2022-03-31 | $5.4M | 31k | 174.62 |
| 2021-12-31 | $6.1M | 34k | 177.58 |
| 2021-09-30 | $4.8M | 34k | 141.48 |
| 2021-06-30 | $4.5M | 33k | 136.95 |
| 2021-03-31 | $3.9M | 32k | 122.16 |
| 2020-12-31 | $544k | 4.1k | 132.59 |
More positions owned by Beacon Harbor Wealth Advisors
View all positions for Beacon Harbor Wealth Advisors