Apple shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 22k | 233.00 |
| 2024-06-30 | $4.7M | 22k | 210.62 |
| 2024-03-31 | $2.3M | 13k | 171.48 |
| 2023-12-31 | $2.6M | 13k | 192.53 |
| 2023-09-30 | $1.8M | 11k | 171.21 |
| 2023-06-30 | $2.7M | 14k | 193.97 |
| 2023-03-31 | $2.1M | 13k | 164.90 |
| 2022-12-31 | $1.6M | 12k | 129.93 |
| 2022-09-30 | $1.3M | 9.5k | 138.21 |
| 2022-06-30 | $1.3M | 9.4k | 136.70 |
| 2022-03-31 | $1.7M | 9.9k | 174.59 |
| 2021-12-31 | $1.2M | 6.7k | 177.51 |
| 2021-09-30 | $952k | 6.7k | 141.52 |
| 2021-06-30 | $689k | 5.0k | 137.01 |
| 2021-03-31 | $614k | 5.0k | 122.09 |
| 2020-12-31 | $710k | 5.3k | 132.76 |
| 2020-09-30 | $624k | 5.4k | 115.81 |
| 2020-06-30 | $491k | 1.3k | 364.51 |
| 2020-03-31 | $369k | 1.5k | 254.13 |
| 2019-12-31 | $346k | 1.2k | 293.97 |