Apple shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 13k | 254.63 |
| 2025-06-30 | $2.6M | 13k | 205.17 |
| 2025-03-31 | $2.4M | 11k | 222.12 |
| 2024-12-31 | $2.6M | 11k | 250.42 |