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Evergreen Advisors, LLC → AAPL

Evergreen Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$1.1M
Q2 2026$1.2M
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M4.2K——
Q2 2026$1.2M4.2K——
Q1 2026$1.1M4.2K——
Q4 2025$1.2M4.3K——

Other funds holding AAPL

Other Evergreen Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$182.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$182.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$161.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$157.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$68.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$67M
SCHW-PJ

SCHWAB STRATEGIC TR

$61.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$58.9M