Apple shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 177k | 258.45 |
| 2025-06-30 | $37M | 178k | 207.57 |
| 2025-03-31 | $39M | 177k | 222.13 |
| 2024-12-31 | $44M | 177k | 250.42 |
| 2024-09-30 | $42M | 179k | 233.00 |
| 2024-06-30 | $38M | 179k | 210.62 |
| 2024-03-31 | $30M | 172k | 171.48 |
| 2023-12-31 | $33M | 173k | 192.53 |
More positions owned by Shared Vision Wealth Group
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