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Apple shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8M 18k 271.86
2025-09-30 $4.6M 18k 254.63
2025-06-30 $3.4M 17k 205.17
2025-03-31 $3.2M 15k 222.12
2024-12-31 $3.6M 14k 250.42
2024-09-30 $3.2M 14k 233.00
2024-06-30 $2.8M 13k 210.62
2024-03-31 $2.2M 13k 171.48
2023-12-31 $2.5M 13k 192.54
2023-09-30 $2.2M 13k 171.21
2023-06-30 $2.5M 13k 193.97
2023-03-31 $2.0M 12k 164.90
2022-12-31 $1.4M 11k 129.94
2022-09-30 $1.4M 10k 138.17
2022-06-30 $1.3M 9.2k 136.68
2022-03-31 $1.6M 9.1k 174.67
2021-12-31 $1.0M 5.9k 177.55