Apple shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 12k | 254.63 |
| 2025-06-30 | $2.7M | 13k | 205.18 |
| 2025-03-31 | $2.9M | 13k | 222.14 |
| 2024-12-31 | $3.2M | 13k | 250.43 |
| 2024-09-30 | $3.1M | 13k | 233.01 |
| 2024-06-30 | $2.8M | 13k | 210.62 |
| 2024-03-31 | $2.3M | 13k | 171.49 |
| 2023-12-31 | $1.9M | 9.8k | 192.53 |
| 2023-09-30 | $1.5M | 8.6k | 171.22 |
| 2023-06-30 | $1.7M | 8.8k | 193.99 |
| 2023-03-31 | $1.4M | 8.5k | 164.91 |
| 2022-12-31 | $1.1M | 8.2k | 129.97 |
| 2022-09-30 | $1.1M | 7.7k | 138.19 |
| 2022-06-30 | $1.1M | 7.7k | 136.74 |
| 2022-03-31 | $1.3M | 7.7k | 174.64 |
| 2021-12-31 | $1.6M | 8.8k | 177.54 |
More positions owned by CarsonAllaria Wealth Management
View all positions for CarsonAllaria Wealth Management