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ACORN FINANCIAL ADVISORY SERVICES INC /ADV → AAPL

ACORN FINANCIAL ADVISORY SERVICES INC /ADV AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$12.1M
Q3 2026
Peak value
$13.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$13.5M
Q1 2026$11.1M
Q2 2026$12.2M
Q3 2026$12.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.1M36.3K——
Q2 2026$12.2M42.2K——
Q1 2026$11.1M43.8K——
Q4 2025$13.5M49.5K——

Other funds holding AAPL

Other ACORN FINANCIAL ADVISORY SERVICES INC /ADV positions

VGES

VANGUARD INDEX FDS

$63.8M
ETHA

ISHARES TR

$56.2M
VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$54.8M
ETHA

ISHARES TR

$53.2M
VGES

VANGUARD TAX-MANAGED FDS

$52.5M
VGES

VANGUARD TAX-MANAGED FDS

$49.4M
ETHA

ISHARES TR

$47.2M
VGES

VANGUARD TAX-MANAGED FDS

$42.9M