Apple shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Heritage 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 Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 71k | 254.63 |
| 2025-06-30 | $15M | 73k | 205.17 |
| 2025-03-31 | $16M | 74k | 222.13 |
| 2024-12-31 | $19M | 77k | 250.42 |
| 2024-09-30 | $18M | 78k | 233.00 |
| 2024-06-30 | $19M | 83k | 226.34 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management