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
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Quarterly reported holdings in Apple by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 23k | 254.63 |
| 2025-06-30 | $4.8M | 24k | 205.17 |
| 2025-03-31 | $5.3M | 24k | 222.13 |
| 2024-12-31 | $6.2M | 25k | 250.42 |
| 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 |
More positions owned by Collaborative Wealth Managment
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