Davies Financial Advisors »

Apple shares owned by Davies Financial Advisors

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

Historical chart of Davies Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 34k 233.01
2024-06-30 $7.2M 34k 210.62
2024-03-31 $6.1M 36k 171.48