Apple shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 51k | 171.21 |
| 2025-06-30 | $10M | 50k | 205.17 |
More positions owned by Summit Wealth Group Llc / Co
View all positions for Summit Wealth Group Llc / Co