Apple shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $254M | 1.2M | 205.17 |
| 2025-03-31 | $278M | 1.3M | 222.13 |
| 2024-12-31 | $301M | 1.2M | 250.42 |
| 2024-09-30 | $260M | 1.1M | 233.00 |
| 2024-06-30 | $233M | 1.1M | 210.62 |
| 2024-03-31 | $146M | 850k | 171.48 |
| 2023-12-31 | $161M | 834k | 192.53 |
| 2023-09-30 | $150M | 875k | 171.21 |
| 2023-06-30 | $173M | 893k | 193.97 |
| 2023-03-31 | $149M | 905k | 164.90 |
| 2022-12-31 | $114M | 879k | 129.93 |
| 2022-09-30 | $119M | 863k | 138.20 |
| 2022-06-30 | $121M | 881k | 136.72 |
| 2022-03-31 | $148M | 845k | 174.61 |
| 2021-12-31 | $146M | 822k | 177.57 |
| 2021-09-30 | $114M | 804k | 141.51 |
| 2021-06-30 | $100M | 732k | 136.93 |
| 2021-03-31 | $87M | 712k | 122.14 |
| 2020-12-31 | $95M | 718k | 132.70 |
| 2020-09-30 | $185M | 1.6M | 115.80 |
| 2020-06-30 | $57M | 156k | 364.75 |
| 2020-03-31 | $38M | 151k | 254.35 |
| 2019-12-31 | $42M | 143k | 293.68 |
| 2019-09-30 | $33M | 149k | 223.87 |
| 2019-06-30 | $28M | 142k | 197.92 |
| 2019-03-31 | $27M | 140k | 189.95 |
| 2018-12-31 | $21M | 131k | 157.80 |
More positions owned by H D Vest Advisory Services
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