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ENCOMPASS WEALTH ADVISORS, LLC → AAPL

ENCOMPASS WEALTH ADVISORS, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$12.6M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.8M
Q4 2025$10.2M
Q1 2026$9.6M
Q2 2026$10.9M
Q3 2026$12.6M
Q3 2026$12.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.6M37.8K——
Q3 2026$12.6M37.8K——
Q2 2026$10.9M37.6K——
Q1 2026$9.6M37.7K——
Q4 2025$10.2M37.7K——
Q3 2025$9.8M38.4K——

Other funds holding AAPL

Other ENCOMPASS WEALTH ADVISORS, LLC positions

ETHA

ISHARES TR

$52.6M
ETHA

ISHARES TR

$52.6M
ETHA

ISHARES TR

$50.7M
ETHA

ISHARES TR

$46.1M
ETHA

ISHARES TR

$45.6M
ETHA

ISHARES TR

$42.1M
ETHA

ISHARES TR

$40.5M
ETHA

ISHARES TR

$40.5M