Apple shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Apple
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Quarterly reported holdings in Apple by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.0M | 15k | 205.18 |
| 2025-03-31 | $3.0M | 14k | 222.13 |
| 2024-12-31 | $3.5M | 14k | 250.42 |
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