Apple shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 6.5k | 254.64 |
| 2025-06-30 | $1.7M | 8.5k | 205.15 |
| 2025-03-31 | $1.8M | 8.2k | 222.15 |
| 2024-12-31 | $2.1M | 8.2k | 250.49 |
| 2024-09-30 | $1.9M | 8.2k | 233.01 |
| 2024-06-30 | $1.7M | 8.2k | 210.58 |
| 2024-03-31 | $1.5M | 8.5k | 171.48 |
| 2023-12-31 | $1.8M | 9.3k | 192.51 |
| 2023-09-30 | $1.5M | 8.7k | 171.21 |
| 2023-03-31 | $1.9M | 11k | 164.85 |
| 2022-12-31 | $1.4M | 11k | 129.93 |
| 2022-09-30 | $1.3M | 9.6k | 138.25 |
| 2022-06-30 | $1.3M | 9.5k | 136.82 |
| 2022-03-31 | $1.7M | 9.5k | 174.57 |
| 2021-12-31 | $1.8M | 9.9k | 177.60 |