Apple shares owned by Fidelis Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Fidelis Wealth Advisors
from 13F filings
Historical chart of Fidelis Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Fidelis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Fidelis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $273k | 1.0k | 271.89 |