Apple shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 16k | 254.63 |
| 2025-06-30 | $3.1M | 15k | 205.17 |
| 2025-03-31 | $3.2M | 15k | 222.13 |
| 2024-12-31 | $3.6M | 15k | 250.41 |
| 2024-09-30 | $2.8M | 12k | 233.00 |
| 2024-06-30 | $2.5M | 12k | 210.63 |
| 2024-03-31 | $1.9M | 11k | 171.48 |
| 2023-12-31 | $2.2M | 11k | 192.53 |
| 2023-09-30 | $1.8M | 11k | 171.21 |
| 2023-06-30 | $2.0M | 11k | 193.96 |
| 2023-03-31 | $1.7M | 10k | 164.90 |
| 2022-12-31 | $1.4M | 11k | 129.93 |
| 2022-09-30 | $1.4M | 11k | 138.20 |
| 2022-06-30 | $1.4M | 11k | 136.75 |
| 2022-03-31 | $1.8M | 10k | 174.58 |
| 2021-12-31 | $1.6M | 9.0k | 177.52 |
| 2021-09-30 | $1.3M | 9.2k | 141.49 |
| 2021-06-30 | $1.4M | 9.9k | 137.00 |
| 2021-03-31 | $1.2M | 10k | 122.13 |
| 2020-12-31 | $1.6M | 12k | 132.69 |
| 2020-09-30 | $1.3M | 11k | 115.82 |
| 2020-06-30 | $749k | 2.1k | 364.48 |
| 2020-03-31 | $520k | 2.0k | 254.40 |
| 2019-12-31 | $572k | 1.9k | 293.48 |
| 2019-09-30 | $381k | 1.7k | 223.46 |
| 2019-03-31 | $266k | 1.4k | 190.14 |
| 2018-12-31 | $290k | 1.8k | 157.78 |
| 2018-09-30 | $608k | 2.7k | 225.60 |
| 2018-03-31 | $447k | 2.7k | 167.79 |
| 2017-12-31 | $482k | 2.9k | 169.06 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners