Apple shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151M | 595k | 254.63 |
| 2025-06-30 | $148M | 27M | 5.56 |
| 2025-03-31 | $131M | 768k | 170.29 |
| 2024-12-31 | $149M | 738k | 201.68 |
| 2024-09-30 | $142M | 654k | 217.36 |
| 2024-06-30 | $130M | 663k | 196.68 |
| 2024-03-31 | $106M | 672k | 157.99 |
| 2023-12-31 | $114M | 636k | 179.26 |
| 2023-09-30 | $102M | 639k | 159.46 |
| 2023-06-30 | $114M | 631k | 180.48 |
| 2023-03-31 | $102M | 660k | 153.95 |
| 2022-12-31 | $71M | 587k | 120.25 |
| 2022-09-30 | $68M | 535k | 126.88 |
| 2022-06-30 | $65M | 519k | 125.16 |
| 2022-03-31 | $92M | 570k | 161.17 |
| 2021-12-31 | $79M | 488k | 161.56 |
| 2021-09-30 | $65M | 506k | 129.17 |
| 2021-06-30 | $55M | 446k | 123.36 |
| 2021-03-31 | $53M | 474k | 110.84 |
| 2020-12-31 | $56M | 588k | 95.22 |
| 2020-09-30 | $46M | 395k | 115.81 |
| 2020-06-30 | $40M | 110k | 364.79 |
| 2020-03-31 | $30M | 112k | 267.82 |
| 2019-12-31 | $34M | 114k | 293.67 |
| 2019-09-30 | $26M | 115k | 223.95 |
| 2019-06-30 | $24M | 119k | 198.11 |
| 2019-03-31 | $22M | 116k | 189.97 |
| 2018-12-31 | $18M | 115k | 157.74 |
| 2018-09-30 | $23M | 104k | 218.27 |
| 2018-06-30 | $21M | 103k | 208.73 |
| 2018-03-31 | $16M | 94k | 167.78 |
| 2017-12-31 | $16M | 94k | 169.23 |
| 2017-09-30 | $12M | 77k | 154.12 |