Apple shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265M | 1.0M | 254.63 |
| 2025-06-30 | $214M | 1.0M | 205.17 |
| 2025-03-31 | $225M | 1.0M | 222.13 |
| 2024-12-31 | $249M | 996k | 250.42 |
| 2024-09-30 | $252M | 1.1M | 233.07 |
| 2024-06-30 | $221M | 1.0M | 210.62 |
| 2024-03-31 | $168M | 978k | 171.48 |
| 2023-12-31 | $190M | 988k | 192.53 |
| 2023-09-30 | $163M | 950k | 171.21 |
| 2023-06-30 | $173M | 892k | 193.97 |
| 2023-03-31 | $143M | 864k | 164.90 |
| 2022-12-31 | $98M | 758k | 129.93 |
| 2022-09-30 | $105M | 759k | 138.20 |
| 2022-06-30 | $105M | 765k | 136.72 |
| 2022-03-31 | $133M | 764k | 174.61 |
| 2021-12-31 | $139M | 784k | 177.57 |
| 2021-09-30 | $108M | 765k | 141.50 |
| 2021-06-30 | $105M | 765k | 136.96 |
| 2021-03-31 | $91M | 747k | 122.15 |
| 2020-12-31 | $100M | 750k | 133.72 |
| 2020-09-30 | $84M | 729k | 115.75 |
More positions owned by Kestra Private Wealth Services
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