Apple shares owned by Investment Planning Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Investment Planning Advisors
from 13F filings
Historical chart of Investment Planning Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Investment Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.7k | 254.63 |
| 2025-06-30 | $671k | 3.3k | 205.16 |
| 2025-03-31 | $635k | 2.9k | 222.17 |
| 2024-12-31 | $732k | 2.9k | 250.44 |
| 2024-09-30 | $629k | 3.0k | 210.59 |
| 2024-06-30 | $629k | 3.0k | 210.59 |
More positions owned by Investment Planning Advisors
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