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Alliance Private Wealth, LLC → AAPL

Alliance Private Wealth, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.7M
Q1 2026$3.6M
Q2 2026$3.1M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M9.8K——
Q2 2026$3.1M10.7K——
Q1 2026$3.6M14.0K——
Q4 2025$3.7M13.9K——

Other funds holding AAPL

Other Alliance Private Wealth, LLC positions

ISMCF

ISHARES TR

$27.7M
ISMCF

ISHARES TR

$27.7M
ISMCF

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$25.6M
ISMCF

ISHARES TR

$24.3M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$22.9M
ETHA

ISHARES TR

$22.6M
ETHA

ISHARES TR

$22.1M