Apple shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Trellis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.2k | 254.65 |
| 2025-06-30 | $860k | 4.2k | 205.18 |
| 2025-03-31 | $931k | 4.2k | 222.14 |
| 2024-12-31 | $1.7M | 6.9k | 250.42 |
| 2024-09-30 | $1.6M | 6.9k | 233.00 |
| 2024-06-30 | $861k | 4.1k | 210.62 |
| 2024-03-31 | $701k | 4.1k | 171.48 |
| 2023-12-31 | $896k | 4.7k | 192.53 |
| 2023-09-30 | $796k | 4.7k | 171.20 |