Apple shares owned by Brightwater Advisory
Historical chart of Brightwater Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Brightwater Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 10k | 254.66 |
| 2025-06-30 | $1.9M | 9.3k | 205.19 |
| 2025-03-31 | $2.1M | 9.6k | 222.15 |
| 2024-12-31 | $2.6M | 10k | 250.43 |
| 2024-09-30 | $2.5M | 11k | 232.99 |
| 2024-06-30 | $2.4M | 11k | 210.62 |
| 2024-03-31 | $1.8M | 11k | 171.48 |
| 2023-12-31 | $1.9M | 9.7k | 192.53 |