Apple shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $961k | 3.8k | 254.62 |
| 2025-06-30 | $787k | 3.8k | 205.20 |
| 2025-03-31 | $1.1M | 4.8k | 222.13 |
| 2024-12-31 | $1.2M | 4.8k | 250.41 |
| 2024-09-30 | $1.1M | 4.8k | 233.02 |
| 2024-06-30 | $1.0M | 4.8k | 210.63 |
| 2024-03-31 | $540k | 3.1k | 171.47 |
| 2023-12-31 | $535k | 2.8k | 192.56 |
| 2023-09-30 | $476k | 2.8k | 171.21 |
| 2023-06-30 | $458k | 2.8k | 164.91 |
| 2023-03-31 | $451k | 2.7k | 164.91 |
| 2022-12-31 | $509k | 3.9k | 129.92 |
| 2022-09-30 | $232k | 1.6k | 142.33 |
| 2022-06-30 | $221k | 1.6k | 135.58 |
| 2022-03-31 | $285k | 1.6k | 174.85 |
| 2021-12-31 | $299k | 1.7k | 180.12 |
| 2021-09-30 | $235k | 1.7k | 141.57 |