Apple shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 37k | 254.63 |
| 2025-06-30 | $8.0M | 39k | 205.17 |
| 2025-03-31 | $8.8M | 40k | 222.13 |
| 2024-12-31 | $10M | 40k | 250.42 |
| 2024-09-30 | $8.1M | 36k | 225.91 |
| 2024-06-30 | $7.3M | 35k | 210.62 |
| 2024-03-31 | $6.0M | 35k | 171.48 |
| 2023-09-30 | $6.4M | 37k | 171.21 |
| 2023-06-30 | $7.3M | 38k | 193.97 |
| 2023-03-31 | $6.2M | 38k | 164.90 |
| 2022-12-31 | $4.9M | 38k | 129.93 |