Apple shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 16k | 254.63 |
| 2025-06-30 | $3.2M | 16k | 205.17 |
| 2025-03-31 | $3.8M | 17k | 222.14 |
| 2024-12-31 | $4.3M | 17k | 250.42 |
| 2024-09-30 | $5.4M | 23k | 233.00 |
| 2024-06-30 | $4.4M | 21k | 210.62 |
More positions owned by Heritage Oak Wealth Advisors
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