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Apple shares owned by Compass Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Compass Financial from 13F filings

Historical chart of Compass Financial investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Compass Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Compass Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 1.2k 233.00
2024-06-30 $285k 1.3k 226.34
2024-03-31 $210k 1.2k 171.48

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Small-Cap ETF (VB)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Total Stock Market ETF (VTI)
Franklin Templeton Etf Tr ftse japan etf (FLJP)
Innovator Etfs Tr russell 2000 p (KOCT)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Capital Group Core Plus Inco (CGCP)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Europe Pacific ETF (VEA)

View all positions for Compass Financial

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple