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Apple shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 26k 233.00
2024-06-30 $5.6M 27k 210.62
2024-03-31 $4.6M 27k 171.48
2023-12-31 $5.2M 27k 192.53
2023-09-30 $4.7M 28k 171.21
2023-06-30 $5.4M 28k 193.97
2023-03-31 $4.6M 28k 164.90
2022-12-31 $3.6M 28k 129.93
2022-09-30 $3.8M 28k 138.19
2022-06-30 $3.8M 28k 136.73
2021-12-31 $5.2M 29k 177.56
2021-03-31 $4.8M 28k 174.61