Apple shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 14k | 254.62 |
| 2025-06-30 | $3.0M | 15k | 205.16 |
| 2025-03-31 | $4.8M | 22k | 222.13 |
| 2024-12-31 | $5.5M | 22k | 250.42 |
| 2024-06-30 | $4.9M | 23k | 210.62 |