Apple shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 254k | 254.63 |
| 2025-06-30 | $45M | 218k | 205.17 |
| 2025-03-31 | $49M | 218k | 222.42 |
| 2024-12-31 | $71M | 284k | 250.42 |
| 2024-09-30 | $78M | 337k | 232.00 |
| 2024-06-30 | $63M | 300k | 210.62 |
| 2024-03-31 | $43M | 251k | 171.48 |
| 2023-12-31 | $53M | 273k | 192.53 |
| 2023-09-30 | $21M | 84k | 249.22 |
| 2023-06-30 | $29M | 152k | 193.97 |