Apple shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 81k | 254.63 |
| 2025-06-30 | $3.3M | 16k | 205.17 |
| 2025-03-31 | $9.6M | 43k | 222.13 |
| 2024-12-31 | $7.5M | 30k | 250.42 |
| 2024-09-30 | $10M | 44k | 233.00 |
| 2024-06-30 | $7.1M | 34k | 210.62 |
| 2024-03-31 | $6.1M | 36k | 171.48 |
| 2018-09-30 | $2.3M | 10k | 225.74 |
| 2018-06-30 | $418k | 2.3k | 185.04 |
| 2018-03-31 | $369k | 2.2k | 167.65 |
| 2017-12-31 | $458k | 2.7k | 169.38 |