Apple shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Apple
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Quarterly reported holdings in Apple by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $177M | 917k | 192.53 |
| 2023-09-30 | $158M | 923k | 171.21 |
| 2023-06-30 | $181M | 931k | 193.97 |
| 2023-03-31 | $153M | 929k | 164.90 |
| 2022-12-31 | $126k | 970k | 0.13 |
| 2022-09-30 | $137M | 988k | 138.20 |
| 2022-06-30 | $138M | 1.0M | 136.72 |
| 2022-03-31 | $179M | 1.0M | 174.61 |
| 2021-12-31 | $170M | 959k | 177.57 |
| 2021-09-30 | $125M | 882k | 141.50 |
| 2021-06-30 | $121M | 885k | 136.96 |
| 2021-03-31 | $111M | 910k | 122.15 |
| 2020-12-31 | $117M | 879k | 132.69 |
| 2020-09-30 | $106M | 912k | 115.81 |
| 2020-06-30 | $76M | 210k | 364.80 |
| 2020-03-31 | $51M | 202k | 254.29 |
| 2019-12-31 | $59M | 201k | 293.65 |
| 2019-09-30 | $47M | 209k | 223.97 |
| 2019-06-30 | $37k | 207k | 0.18 |
| 2019-03-31 | $34M | 177k | 189.92 |
| 2018-12-31 | $25M | 160k | 157.74 |
| 2018-09-30 | $30M | 141k | 215.75 |
| 2018-06-30 | $0 | 134k | 0.00 |
| 2018-03-31 | $22M | 131k | 166.61 |
| 2017-12-31 | $24M | 138k | 174.35 |
| 2017-09-30 | $21M | 133k | 155.84 |
| 2017-06-30 | $17M | 128k | 128.75 |
| 2017-03-31 | $14M | 95k | 144.02 |
| 2016-12-31 | $9.5M | 79k | 119.98 |
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