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Belleair Asset Management, LLC → AAPL

Belleair Asset Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$1.1M
Q2 2026$1.3M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M4.5K——
Q2 2026$1.3M4.5K——
Q1 2026$1.1M4.5K——
Q4 2025$1.2M4.5K——

Other funds holding AAPL

Other Belleair Asset Management, LLC positions

VGES

VANGUARD SCOTTSDALE FDS

$9.6M
VGES

VANGUARD SCOTTSDALE FDS

$9.6M
RBBN

DIMENSIONAL ETF TRUST

$8.9M
RBBN

DIMENSIONAL ETF TRUST

$8.6M
VGES

VANGUARD SCOTTSDALE FDS

$8.4M
RBBN

DIMENSIONAL ETF TRUST

$8.2M
VGES

VANGUARD SCOTTSDALE FDS

$7.8M
RBBN

DIMENSIONAL ETF TRUST

$7.4M
Belleair Asset Management, LLC AAPL Holdings: 13F Position History | Track13F