Apple shares owned by LifePlan Financial
Historical chart of LifePlan Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $846k | 3.3k | 254.63 |
| 2025-06-30 | $706k | 3.4k | 205.17 |
| 2025-03-31 | $525k | 2.4k | 222.13 |
| 2024-12-31 | $598k | 2.4k | 250.42 |
| 2024-09-30 | $587k | 2.5k | 233.00 |
| 2024-06-30 | $542k | 2.6k | 210.62 |