Apple shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $898k | 3.5k | 254.63 |
| 2025-06-30 | $1.2M | 5.6k | 205.17 |
| 2025-03-31 | $1.1M | 5.0k | 222.13 |
| 2024-12-31 | $1.0M | 4.1k | 250.42 |
| 2024-09-30 | $1.4M | 6.1k | 233.00 |
| 2024-06-30 | $1.3M | 6.2k | 210.62 |
| 2024-03-31 | $1.1M | 6.2k | 171.48 |
| 2023-12-31 | $1.2M | 6.2k | 192.53 |
More positions owned by Monument Group Wealth Advisors
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