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CYPRESS FINANCIAL PLANNING LLC → AAPL

CYPRESS FINANCIAL PLANNING LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3M
Q1 2026$2.8M
Q2 2026$3M
Q3 2026$3.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.2M9.7K——
Q2 2026$3M10.5K——
Q1 2026$2.8M11.2K——
Q4 2025$3M11.0K——

Other funds holding AAPL

Other CYPRESS FINANCIAL PLANNING LLC positions

ETHA

ISHARES TR

$42.4M
ETHA

ISHARES TR

$41.3M
VGES

VANGUARD SCOTTSDALE FDS

$40M
VGES

VANGUARD SCOTTSDALE FDS

$38.7M
VGES

VANGUARD SCOTTSDALE FDS

$37.7M
VGES

VANGUARD SCOTTSDALE FDS

$37.1M
VGES

VANGUARD SCOTTSDALE FDS

$36.6M
VGES

VANGUARD SCOTTSDALE FDS

$36.4M