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Apple shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Apple

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All positions including Apple held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 93k 171.21
2023-06-30 $19M 95k 195.61
2023-03-31 $16M 96k 165.56
2022-12-31 $15M 97k 150.82