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Coquina Private Wealth LLC → AAPL

Coquina Private Wealth LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$5.9M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.9M
Q1 2026$4.6M
Q2 2026$5.2M
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M17.8K——
Q2 2026$5.2M18.1K——
Q1 2026$4.6M18.2K——
Q4 2025$4.9M18.2K——

Other funds holding AAPL

Other Coquina Private Wealth LLC positions

ETHA

ISHARES TR

$39M
ETHA

ISHARES TR

$38.7M
ETHA

ISHARES TR

$32.6M
ETHA

ISHARES TR

$32.2M
VGES

VANGUARD WORLD FD

$10.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.9M
VGES

VANGUARD WORLD FD

$9.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.4M