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Apple shares owned by Rf&l Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Rf&l Wealth Management from 13F filings

Historical chart of Rf&l Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Rf&l Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 35k 192.53
2023-09-30 $6.1M 35k 171.21
2023-06-30 $6.9M 35k 193.97
2023-03-31 $5.8M 35k 164.90
2022-12-31 $4.6M 35k 129.93

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Abbvie (ABBV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rf&l Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple