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Apple shares owned by Fee-Only Financial Planning, L.C.

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Fee-Only Financial Planning, L.C. from 13F filings

Historical chart of Fee-Only Financial Planning, L.C. investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Fee-Only Financial Planning, L.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Fee-Only Financial Planning, L.C.

Quarter filed Position value Share count Share price at filing
2025-09-30 $658k 2.6k 254.63
2025-06-30 $530k 2.6k 205.17
2025-03-31 $258k 1.2k 222.13
2024-12-31 $301k 1.2k 250.42
2024-09-30 $280k 1.2k 233.00
2024-06-30 $253k 1.2k 210.62
2024-03-31 $206k 1.2k 171.48
2023-12-31 $231k 1.2k 192.53
2023-09-30 $206k 1.2k 171.21
2023-06-30 $233k 1.2k 193.97