Apple shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 15k | 254.62 |
| 2025-06-30 | $3.0M | 15k | 205.17 |
| 2025-03-31 | $3.0M | 14k | 222.13 |
| 2024-12-31 | $3.4M | 14k | 250.42 |
| 2024-09-30 | $3.1M | 13k | 233.00 |
| 2024-06-30 | $2.9M | 14k | 210.62 |
| 2024-03-31 | $2.4M | 14k | 171.48 |
| 2023-12-31 | $2.7M | 14k | 192.53 |
| 2023-09-30 | $2.6M | 15k | 171.21 |
| 2023-06-30 | $3.0M | 15k | 193.97 |
| 2023-03-31 | $2.7M | 16k | 164.90 |
| 2022-12-31 | $2.4M | 19k | 129.93 |
| 2022-09-30 | $2.7M | 18k | 153.33 |
| 2022-06-30 | $2.8M | 21k | 136.70 |
| 2022-03-31 | $3.7M | 21k | 174.61 |
| 2021-12-31 | $3.7M | 21k | 177.56 |
More positions owned by Kellett Schaffner Wealth Advisors
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