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Apple shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network investment in Apple

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

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Quarterly reported holdings in Apple by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 20k 254.63
2025-06-30 $4.0M 19k 205.17
2025-03-31 $4.6M 21k 222.13
2024-12-31 $5.4M 22k 250.41
2024-09-30 $4.7M 20k 233.00
2024-06-30 $4.4M 21k 210.62
2024-03-31 $296k 1.7k 171.48
2023-12-31 $4.0M 21k 192.53
2023-09-30 $3.4M 20k 171.21
2023-06-30 $3.8M 20k 193.97
2023-03-31 $3.5M 21k 164.90
2022-12-31 $2.6M 20k 129.93
2022-09-30 $2.7M 20k 138.22
2022-06-30 $2.7M 19k 136.72
2022-03-31 $3.5M 20k 174.59
2021-12-31 $3.6M 20k 177.55
2021-09-30 $2.7M 18k 151.50