Apple shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $531k | 2.1k | 254.61 |
| 2025-06-30 | $2.0M | 9.8k | 205.17 |
| 2025-03-31 | $2.3M | 10k | 222.12 |
| 2024-12-31 | $2.2M | 8.7k | 250.41 |
| 2024-09-30 | $1.9M | 8.3k | 232.99 |
| 2024-06-30 | $1.8M | 8.3k | 210.61 |
| 2024-03-31 | $1.4M | 8.3k | 171.49 |
| 2023-12-31 | $1.7M | 8.8k | 192.54 |