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Apple shares owned by Level Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Level Wealth Management from 13F filings

Historical chart of Level Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Level Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $786k 3.1k 254.64
2025-06-30 $633k 3.1k 205.14
2025-03-31 $711k 3.2k 222.11
2024-12-31 $801k 3.2k 250.43

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)

View all positions for Level Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple