Apple shares owned by TrueWealth Financial Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by TrueWealth Financial Partners
from 13F filings
Historical chart of TrueWealth Financial Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by TrueWealth Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by TrueWealth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.8M | 15k | 253.79 |
| 2025-06-30 | $474k | 2.3k | 205.17 |
| 2025-03-31 | $483k | 2.2k | 222.13 |
| 2024-12-31 | $1.3M | 5.2k | 250.42 |
| 2024-09-30 | $1.2M | 5.2k | 233.00 |
| 2024-06-30 | $1.1M | 5.2k | 210.62 |
| 2024-03-31 | $893k | 5.2k | 171.48 |
| 2023-12-31 | $1.0M | 5.2k | 192.53 |
| 2023-09-30 | $892k | 5.2k | 171.21 |
| 2023-06-30 | $322k | 1.7k | 193.97 |
More positions owned by TrueWealth Financial Partners
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