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Apple shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in Apple

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 20240.5M1M10002000300040005000
Value ($)Share countHistorical AAPL position of Summit Investment Advisory … Source: stockzoa.comValue ($)Share count

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All positions including Apple held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 1.3k 233.00
2024-06-30 $1.2M 5.6k 210.63
2024-03-31 $316k 1.8k 171.48
2023-12-31 $227k 1.2k 192.53
2023-06-30 $234k 1.2k 193.97