Apple shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Apple
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Quarterly reported holdings in Apple by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 9.9k | 254.64 |
| 2025-06-30 | $2.1M | 10k | 205.15 |
| 2025-03-31 | $2.3M | 10k | 222.07 |
| 2024-12-31 | $2.6M | 10k | 250.36 |
| 2024-09-30 | $1.5M | 6.5k | 232.96 |
| 2024-06-30 | $1.4M | 6.5k | 210.50 |
| 2024-03-31 | $936k | 5.5k | 171.52 |
| 2023-09-30 | $972k | 5.7k | 171.13 |
| 2023-06-30 | $1.1M | 5.7k | 193.84 |
| 2023-03-31 | $862k | 5.2k | 164.88 |
| 2022-12-31 | $606k | 4.7k | 129.82 |
| 2022-09-30 | $827k | 5.3k | 155.60 |
| 2022-06-30 | $642k | 4.7k | 136.71 |
| 2022-03-31 | $819k | 4.7k | 174.40 |
| 2021-12-31 | $737k | 4.2k | 177.50 |
| 2021-09-30 | $587k | 4.2k | 141.38 |
| 2021-06-30 | $568k | 4.2k | 136.80 |
| 2021-03-31 | $507k | 4.2k | 122.11 |
| 2020-12-31 | $515 | 133 | 3.87 |
| 2020-09-30 | $450k | 3.9k | 115.74 |
| 2020-06-30 | $354k | 972 | 364.20 |
| 2020-03-31 | $234k | 922 | 253.80 |
| 2019-12-31 | $306k | 1.0k | 294.23 |