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
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Encompass Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |