Apple shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.0k | 254.63 |
| 2025-06-30 | $1.2M | 5.9k | 205.19 |
| 2025-03-31 | $1.3M | 5.8k | 222.15 |
| 2024-12-31 | $1.7M | 6.6k | 250.33 |
| 2024-09-30 | $1.3M | 5.4k | 232.98 |
| 2024-06-30 | $1.1M | 5.2k | 210.64 |
More positions owned by Optivise Advisory Services
View all positions for Optivise Advisory Services