Apple shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $675M | 2.7M | 254.63 |
| 2025-06-30 | $525M | 2.6M | 205.17 |
| 2025-03-31 | $534M | 2.4M | 222.13 |
| 2024-12-31 | $644M | 2.6M | 250.42 |
| 2024-09-30 | $587M | 2.5M | 233.00 |
| 2024-06-30 | $563M | 2.7M | 210.62 |
| 2024-03-31 | $423M | 2.5M | 171.48 |
| 2023-12-31 | $432M | 2.2M | 192.53 |
| 2023-09-30 | $362M | 2.1M | 171.21 |
| 2023-06-30 | $400M | 2.1M | 193.97 |
| 2023-03-31 | $329M | 2.0M | 164.90 |
| 2022-12-31 | $301M | 2.3M | 129.93 |
| 2022-09-30 | $338M | 2.4M | 138.20 |
| 2022-06-30 | $335M | 2.4M | 136.72 |
| 2022-03-31 | $383M | 2.2M | 174.61 |
| 2021-12-31 | $392M | 2.2M | 177.57 |
| 2021-09-30 | $329M | 2.3M | 141.50 |
| 2021-06-30 | $301M | 2.2M | 136.96 |
| 2021-03-31 | $265M | 2.2M | 122.15 |
| 2020-12-31 | $356M | 2.7M | 133.72 |
| 2020-09-30 | $224M | 1.9M | 115.81 |