Apple shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Apple
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All positions including Apple held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 29k | 254.63 |
| 2025-03-31 | $3.4M | 15k | 222.13 |
| 2024-12-31 | $6.8M | 27k | 250.42 |
| 2023-12-31 | $4.6M | 24k | 192.53 |
| 2023-09-30 | $1.4M | 8.3k | 171.21 |
| 2022-09-30 | $2.2M | 16k | 138.18 |
| 2022-03-31 | $3.2M | 19k | 174.63 |
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