Envision Financial Planning »

Apple shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 1.2k 232.94
2024-06-30 $252k 1.2k 210.56
2024-03-31 $220k 1.3k 171.42
2023-12-31 $275k 1.4k 192.59
2023-09-30 $296k 1.7k 171.21

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)

View all positions for Envision Financial Planning

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple