Apple shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 9.5k | 254.62 |
| 2025-06-30 | $2.0M | 9.6k | 205.17 |
| 2025-03-31 | $2.1M | 9.6k | 222.14 |
| 2024-12-31 | $2.3M | 9.0k | 250.42 |
| 2024-09-30 | $1.8M | 7.7k | 233.01 |
| 2024-06-30 | $1.6M | 7.5k | 210.62 |
| 2024-03-31 | $1.9M | 11k | 171.49 |
| 2023-12-31 | $1.9M | 9.9k | 192.52 |
| 2023-09-30 | $2.1M | 12k | 171.21 |
| 2023-06-30 | $2.3M | 12k | 193.98 |
| 2023-03-31 | $1.7M | 10k | 164.90 |
| 2022-12-31 | $1.3M | 10k | 129.93 |
| 2022-09-30 | $2.6M | 19k | 138.21 |
| 2022-06-30 | $4.7M | 34k | 136.73 |
| 2022-03-31 | $6.2M | 36k | 174.62 |
| 2021-12-31 | $6.1M | 34k | 177.57 |