Helium Advisors »

Apple shares owned by Helium Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Helium Advisors from 13F filings

Historical chart of Helium Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 24k 254.63
2025-06-30 $5.9M 29k 205.17
2025-03-31 $6.6M 30k 222.13
2024-12-31 $8.2M 33k 250.42