Apple shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Summit Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 36k | 254.63 |
| 2025-06-30 | $7.2M | 35k | 205.17 |
| 2025-03-31 | $7.5M | 34k | 222.13 |
| 2024-12-31 | $8.4M | 34k | 250.42 |
| 2024-09-30 | $7.9M | 34k | 233.00 |
| 2024-06-30 | $7.4M | 35k | 210.62 |
| 2024-03-31 | $6.0M | 35k | 171.48 |
| 2023-12-31 | $6.2M | 32k | 192.53 |
| 2023-09-30 | $5.4M | 32k | 171.21 |
| 2023-06-30 | $6.4M | 33k | 193.97 |
| 2023-03-31 | $5.6M | 34k | 164.90 |
| 2022-12-31 | $4.1M | 32k | 129.93 |
| 2022-09-30 | $4.0M | 29k | 138.20 |
| 2022-06-30 | $4.1M | 30k | 136.72 |
| 2022-03-31 | $5.3M | 31k | 174.62 |
| 2021-12-31 | $5.9M | 34k | 177.58 |
| 2021-09-30 | $4.8M | 34k | 141.50 |
| 2021-06-30 | $4.5M | 33k | 136.95 |
| 2021-03-31 | $4.2M | 32k | 132.68 |
| 2020-12-31 | $4.2M | 32k | 132.68 |
| 2020-09-30 | $3.6M | 31k | 115.80 |
More positions owned by Summit Place Financial Advisors
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