Apple shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 46k | 254.63 |
| 2025-06-30 | $9.3M | 46k | 205.17 |
| 2025-03-31 | $10M | 45k | 222.13 |
| 2024-12-31 | $11M | 44k | 250.42 |
| 2024-09-30 | $9.6M | 41k | 233.00 |
| 2024-06-30 | $8.5M | 41k | 210.62 |
| 2024-03-31 | $6.7M | 39k | 171.48 |
| 2023-12-31 | $7.8M | 40k | 192.53 |
| 2023-09-30 | $6.7M | 39k | 171.21 |
| 2023-06-30 | $7.8M | 40k | 193.97 |
| 2023-03-31 | $6.4M | 39k | 164.90 |
| 2022-12-31 | $4.5M | 34k | 129.93 |
| 2022-06-30 | $607k | 3.7k | 165.04 |
| 2022-03-31 | $278k | 1.9k | 147.17 |
| 2021-12-31 | $266k | 1.6k | 161.70 |
More positions owned by Heirloom Wealth Management
View all positions for Heirloom Wealth Management