Apple shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.5k | 254.63 |
| 2025-06-30 | $1.3M | 6.2k | 205.17 |
| 2025-03-31 | $1.3M | 5.7k | 222.13 |
| 2024-12-31 | $1.2M | 4.8k | 250.42 |
| 2024-09-30 | $1.1M | 4.6k | 233.00 |
| 2024-06-30 | $965k | 4.6k | 210.62 |
| 2024-03-31 | $786k | 4.6k | 171.48 |
| 2023-12-31 | $876k | 4.6k | 192.53 |
| 2023-09-30 | $782k | 4.6k | 171.21 |
| 2023-06-30 | $915k | 4.7k | 193.97 |
| 2023-03-31 | $812k | 4.9k | 164.90 |
| 2022-12-31 | $827k | 6.4k | 129.93 |