Apple shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 17k | 254.63 |
| 2025-06-30 | $4.0M | 19k | 217.91 |
| 2025-03-31 | $4.1M | 19k | 222.14 |
| 2024-12-31 | $4.4M | 18k | 250.42 |
| 2024-09-30 | $3.5M | 15k | 233.00 |
| 2024-06-30 | $3.3M | 16k | 210.62 |