Apple shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 13k | 254.62 |
| 2025-06-30 | $2.7M | 13k | 210.00 |
| 2025-03-31 | $2.1M | 9.3k | 222.13 |
| 2024-12-31 | $2.0M | 8.2k | 250.42 |
| 2024-09-30 | $1.8M | 7.6k | 233.01 |
| 2024-06-30 | $1.6M | 7.5k | 210.63 |
| 2024-03-31 | $1.3M | 7.3k | 171.48 |
| 2023-12-31 | $1.2M | 6.3k | 192.54 |