Apple shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 69k | 254.63 |
| 2025-06-30 | $14M | 70k | 205.17 |
| 2025-03-31 | $15M | 67k | 222.12 |
| 2024-12-31 | $16M | 65k | 250.42 |
| 2024-09-30 | $8.5M | 62k | 137.00 |
| 2024-06-30 | $12M | 57k | 210.62 |
| 2024-03-31 | $5.3M | 31k | 171.48 |
| 2023-09-30 | $4.8M | 28k | 171.22 |
| 2023-06-30 | $4.8M | 25k | 193.97 |
| 2023-03-31 | $4.1M | 25k | 164.90 |
| 2022-12-31 | $4.8M | 37k | 129.93 |
| 2022-09-30 | $3.7M | 27k | 138.33 |
| 2022-06-30 | $4.2M | 31k | 136.74 |
| 2022-03-31 | $4.7M | 27k | 174.61 |
| 2021-12-31 | $4.7M | 26k | 177.59 |
| 2021-09-30 | $3.7M | 26k | 141.50 |
| 2021-06-30 | $3.6M | 26k | 136.96 |
| 2021-03-31 | $1.7M | 6.5k | 254.27 |
| 2020-12-31 | $3.5M | 26k | 135.68 |
| 2020-09-30 | $3.1M | 26k | 118.89 |
| 2020-06-30 | $2.3M | 6.4k | 364.77 |
| 2020-03-31 | $1.7M | 6.5k | 254.27 |
More positions owned by Wellspring Financial Advisors
View all positions for Wellspring Financial Advisors