Apple shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 38k | 254.63 |
| 2025-06-30 | $7.9M | 38k | 205.17 |
| 2025-03-31 | $8.7M | 39k | 222.13 |
| 2024-12-31 | $9.9M | 40k | 250.42 |
| 2024-09-30 | $10M | 44k | 233.00 |
| 2024-06-30 | $9.1M | 43k | 210.62 |
| 2024-03-31 | $8.0M | 47k | 171.48 |
| 2023-09-30 | $6.7M | 39k | 171.21 |
| 2023-06-30 | $7.1M | 37k | 193.97 |
| 2023-03-31 | $6.3M | 38k | 164.90 |
| 2022-12-31 | $4.9M | 38k | 129.93 |
| 2022-09-30 | $5.2M | 38k | 138.19 |
| 2022-06-30 | $5.2M | 38k | 136.72 |
| 2022-03-31 | $7.0M | 40k | 174.61 |
| 2021-12-31 | $7.0M | 39k | 177.56 |
| 2021-09-30 | $5.5M | 39k | 141.49 |
| 2021-06-30 | $5.1M | 37k | 136.94 |
| 2021-03-31 | $4.4M | 35k | 127.95 |
| 2020-12-31 | $4.3M | 33k | 132.68 |