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AVAII WEALTH MANAGEMENT, LLC → AAPL

AVAII WEALTH MANAGEMENT, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q4 2025$5M
Q1 2026$4.7M
Q2 2026$5.9M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M22.2K——
Q2 2026$5.9M20.3K——
Q1 2026$4.7M18.5K——
Q4 2025$5M18.3K——
Q3 2025$4.5M17.6K——

Other funds holding AAPL

Other AVAII WEALTH MANAGEMENT, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND VALUE

$30.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$29.8M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$29.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$28.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$27.6M
ETHA

ISHARES TR

$24.1M
ETHA

ISHARES TR

$23.6M
ETHA

ISHARES TR

$22.7M