Apple shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 91k | 254.63 |
| 2025-06-30 | $19M | 93k | 205.17 |
| 2025-03-31 | $21M | 93k | 222.13 |
| 2024-12-31 | $22M | 94k | 237.87 |
| 2024-09-30 | $21M | 94k | 225.77 |
| 2024-06-30 | $21M | 92k | 228.68 |
| 2024-03-31 | $11M | 66k | 172.69 |
| 2023-12-31 | $37M | 66k | 556.77 |
| 2023-09-30 | $12M | 67k | 178.72 |
| 2023-06-30 | $13M | 66k | 193.97 |
| 2023-03-31 | $14M | 86k | 165.63 |
| 2022-12-31 | $11M | 86k | 125.07 |
| 2022-09-30 | $12M | 84k | 145.43 |
| 2022-06-30 | $12M | 84k | 147.04 |
| 2022-03-31 | $14M | 82k | 174.32 |
| 2021-12-31 | $15M | 83k | 182.01 |
| 2021-09-30 | $12M | 83k | 141.50 |