Apple shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 78k | 254.63 |
| 2025-06-30 | $16M | 77k | 205.17 |
| 2025-03-31 | $17M | 77k | 222.13 |
| 2024-12-31 | $19M | 78k | 250.42 |
| 2024-09-30 | $19M | 80k | 233.00 |
| 2024-06-30 | $17M | 81k | 210.62 |
| 2024-03-31 | $14M | 82k | 171.48 |
| 2023-12-31 | $16M | 82k | 192.53 |
| 2023-09-30 | $14M | 83k | 171.21 |
| 2023-06-30 | $17M | 90k | 193.97 |
| 2023-03-31 | $15M | 90k | 164.90 |
| 2022-12-31 | $12M | 90k | 129.93 |
| 2022-09-30 | $13M | 90k | 138.20 |
| 2022-06-30 | $12M | 90k | 136.72 |
| 2022-03-31 | $15M | 85k | 174.61 |
| 2021-12-31 | $14M | 81k | 177.57 |
| 2021-09-30 | $12M | 83k | 141.50 |
| 2021-06-30 | $11M | 80k | 136.96 |
| 2021-03-31 | $8.9M | 73k | 122.15 |
| 2020-12-31 | $9.7M | 73k | 132.69 |
| 2020-09-30 | $8.8M | 76k | 115.81 |
| 2020-06-30 | $7.8M | 21k | 364.80 |
| 2020-03-31 | $3.0M | 12k | 254.29 |
| 2019-12-31 | $5.7M | 19k | 293.65 |