Apple shares owned by Wingate Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wingate Wealth Advisors
from 13F filings
Historical chart of Wingate Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wingate Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Wingate Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 8.2k | 254.62 |
| 2025-06-30 | $1.2M | 6.0k | 205.16 |
| 2025-03-31 | $1.5M | 6.5k | 222.12 |
| 2024-12-31 | $2.0M | 8.2k | 250.42 |