Apple shares owned by LifeGoal Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by LifeGoal Wealth Advisors
from 13F filings
Historical chart of LifeGoal Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by LifeGoal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.5M | 13k | 271.86 |
| 2025-09-30 | $928k | 3.6k | 254.62 |
| 2025-06-30 | $789k | 3.8k | 205.15 |
| 2025-03-31 | $906k | 4.1k | 222.14 |