Apple shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 16k | 258.02 |
| 2025-06-30 | $3.2M | 15k | 211.16 |
| 2025-03-31 | $2.5M | 14k | 188.39 |
| 2024-12-31 | $3.3M | 14k | 242.24 |
| 2024-09-30 | $3.0M | 13k | 221.70 |
| 2024-06-30 | $3.1M | 14k | 224.20 |
| 2024-03-31 | $2.0M | 12k | 168.87 |
| 2023-12-31 | $2.2M | 12k | 189.30 |
| 2023-09-30 | $2.1M | 11k | 189.69 |
| 2023-06-30 | $2.8M | 15k | 191.34 |
| 2023-03-31 | $2.5M | 15k | 165.20 |
| 2022-12-31 | $2.3M | 17k | 129.92 |