Apple shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 39k | 254.63 |
| 2025-06-30 | $7.3M | 36k | 205.17 |
| 2024-12-31 | $11M | 44k | 250.42 |
| 2024-09-30 | $9.1M | 39k | 233.00 |
| 2024-06-30 | $8.3M | 39k | 210.62 |
| 2024-03-31 | $6.8M | 40k | 171.48 |
| 2023-12-31 | $8.2M | 43k | 192.53 |