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Apple shares owned by Wipfli Financial Advisors Llc,

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wipfli Financial Advisors Llc, from 13F filings

Historical chart of Wipfli Financial Advisors Llc, investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Wipfli Financial Advisors Llc, consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Wipfli Financial Advisors Llc,

Quarter filed Position value Share count Share price at filing
2022-09-30 $28M 206k 138.20
2022-06-30 $412k 3.0k 136.73
2022-03-31 $655k 3.8k 174.61
2021-12-31 $256k 1.4k 177.57
2020-12-31 $879k 6.6k 132.68

More positions owned by Wipfli Financial Advisors Llc,

Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Wipfli Financial Advisors Llc,

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple