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Apple shares owned by Independent Financial Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $81M 318k 253.79
2025-09-30 $122M 479k 254.63
2025-06-30 $97M 473k 205.17
2025-03-31 $105M 473k 222.13
2024-12-31 $116M 463k 250.42
2024-09-30 $106M 455k 233.00
2024-06-30 $97M 459k 210.62
2024-03-31 $74M 431k 171.48
2023-12-31 $80M 414k 192.53
2023-09-30 $66M 382k 171.21
2023-06-30 $73M 375k 193.97
2023-03-31 $60M 365k 164.90
2022-12-31 $42M 321k 129.93
2022-09-30 $44M 316k 138.20
2022-06-30 $45M 326k 136.72
2022-03-31 $58M 332k 174.61
2021-12-31 $59M 330k 177.57
2021-09-30 $45M 317k 141.50
2021-06-30 $41M 297k 136.96
2021-03-31 $33M 273k 122.15
2020-12-31 $36M 268k 132.69
2020-09-30 $28M 242k 115.81
2020-06-30 $20M 56k 364.80
2020-03-31 $14M 55k 254.29