Apple shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 25k | 254.63 |
| 2025-06-30 | $5.2M | 25k | 205.17 |
| 2025-03-31 | $5.7M | 26k | 222.13 |
| 2024-03-31 | $5.1M | 30k | 167.04 |
| 2023-12-31 | $5.7M | 30k | 192.53 |