Apple shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 18k | 254.63 |
| 2025-06-30 | $4.2M | 19k | 222.10 |
| 2024-12-31 | $4.1M | 16k | 250.37 |
| 2024-09-30 | $3.6M | 15k | 232.98 |
| 2024-06-30 | $3.0M | 14k | 210.62 |
| 2024-03-31 | $2.2M | 13k | 171.50 |
| 2023-12-31 | $2.6M | 14k | 192.54 |
| 2023-09-30 | $2.6M | 15k | 171.16 |
| 2023-06-30 | $2.9M | 15k | 193.96 |
| 2023-03-31 | $1.9M | 15k | 129.92 |
| 2022-12-31 | $1.9M | 14k | 138.14 |
| 2022-09-30 | $1.9M | 14k | 138.22 |
| 2022-06-30 | $1.8M | 13k | 136.72 |
| 2022-03-31 | $2.2M | 13k | 174.64 |
| 2021-12-31 | $2.4M | 14k | 177.61 |
| 2021-09-30 | $2.0M | 14k | 141.53 |
| 2021-06-30 | $1.9M | 14k | 136.98 |
| 2021-03-31 | $1.6M | 13k | 122.17 |
| 2020-12-31 | $2.0M | 15k | 132.70 |
| 2020-09-30 | $1.4M | 12k | 115.78 |
| 2020-06-30 | $974k | 2.7k | 364.79 |
| 2020-03-31 | $641k | 2.5k | 254.47 |
| 2019-12-31 | $935k | 3.2k | 293.66 |
| 2019-09-30 | $737k | 3.3k | 224.01 |
More positions owned by Efficient Wealth Management
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