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 csv Download as ExcelQuarterly reported holdings in Apple by Kestra Private Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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