Apple shares owned by Roth Financial Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Roth Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 254.63 |
| 2025-06-30 | $2.2M | 11k | 205.17 |
| 2025-03-31 | $2.4M | 11k | 222.13 |
| 2024-12-31 | $2.7M | 11k | 250.42 |
| 2024-09-30 | $2.4M | 12k | 210.62 |
| 2024-06-30 | $2.4M | 12k | 210.62 |
| 2024-03-31 | $2.0M | 12k | 171.48 |
| 2023-12-31 | $2.2M | 12k | 192.53 |
| 2023-09-30 | $1.9M | 11k | 171.21 |
| 2023-06-30 | $2.0M | 10k | 193.97 |
| 2023-03-31 | $1.7M | 10k | 164.90 |
| 2022-12-31 | $1.3M | 10k | 129.97 |
| 2022-09-30 | $1.4M | 10k | 138.20 |
| 2022-06-30 | $1.4M | 10k | 136.75 |
| 2022-03-31 | $1.8M | 10k | 174.56 |
| 2021-12-31 | $1.8M | 10k | 177.56 |
| 2021-09-30 | $1.5M | 10k | 141.49 |
| 2021-06-30 | $1.4M | 10k | 136.94 |
| 2021-03-31 | $1.3M | 10k | 122.15 |
| 2020-12-31 | $1.4M | 10k | 132.69 |