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ELEVATION WEALTH PARTNERS, LLC → AAPL

ELEVATION WEALTH PARTNERS, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$7K
Q3 2026
Peak value
$9.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.4M
Q3 2025$7K
Q4 2025$8.3M
Q4 2025$7K
Q1 2026$7.1M
Q1 2026$7K
Q2 2026$8.1M
Q2 2026$7K
Q3 2026$9.3M
Q3 2026$7K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7K85——
Q3 2026$9.3M28.0K——
Q2 2026$7K85——
Q2 2026$8.1M28.1K——
Q1 2026$7K85——
Q1 2026$7.1M28.1K——
Q4 2025$7K85——
Q4 2025$8.3M30.5K——
Q3 2025$7K85——
Q3 2025$8.4M33.0K——

Other funds holding AAPL

Other ELEVATION WEALTH PARTNERS, LLC positions

ETHA

ISHARES TR

$36.2M
ETHA

ISHARES TR

$35.9M
ETHA

ISHARES TR

$31.9M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$28.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
ISMCF

ISHARES TR

$23M