Apple shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 6.9k | 254.64 |
| 2025-06-30 | $1.4M | 6.9k | 205.18 |
| 2025-03-31 | $1.4M | 6.5k | 222.14 |
| 2024-12-31 | $1.6M | 6.4k | 250.43 |