Apple shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Sightline Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $540k | 3.1k | 171.47 |
2023-12-31 | $535k | 2.8k | 192.56 |
2023-09-30 | $476k | 2.8k | 171.21 |
2023-06-30 | $458k | 2.8k | 164.91 |
2023-03-31 | $451k | 2.7k | 164.91 |
2022-12-31 | $509k | 3.9k | 129.92 |
2022-09-30 | $232k | 1.6k | 142.33 |
2022-06-30 | $221k | 1.6k | 135.58 |
2022-03-31 | $285k | 1.6k | 174.85 |
2021-12-31 | $299k | 1.7k | 180.12 |
2021-09-30 | $235k | 1.7k | 141.57 |