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
Download as csvQuarterly 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 |