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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
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

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Global X Fds Us Pfd Etf (PFFD)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
McDonald's Corporation (MCD)

View all positions for Collaborative Wealth Managment

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple