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Arta Finance Wealth Management LLC → AAPL

Arta Finance Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$11M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.2M
Q4 2025$10.9M
Q1 2026$8.5M
Q1 2026$11.7M
Q2 2026$10.2M
Q2 2026$12.7M
Q3 2026$7M
Q3 2026$11M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11M136.5K——
Q3 2026$7M20.9K——
Q2 2026$12.7M152.9K——
Q2 2026$10.2M35.2K——
Q1 2026$11.7M143.0K——
Q1 2026$8.5M33.4K——
Q4 2025$10.9M139.8K——
Q4 2025$9.2M33.8K——

Other funds holding AAPL

Other Arta Finance Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$20.3M
VGES

VANGUARD INDEX FDS

$18.7M
STT-PG

SPDR SERIES TRUST

$17.3M
STT-PG

SPDR SERIES TRUST

$17.2M
BTCW

WISDOMTREE TR

$15.7M
STT-PG

SPDR SERIES TRUST

$15.7M
VGES

VANGUARD INDEX FDS

$15M
BTCW

WISDOMTREE TR

$14.7M