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Financial Planning Navigators CORP → AAPL

Financial Planning Navigators CORP AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q1 2026$1.9M
Q2 2026$2.4M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M8.4K——
Q2 2026$2.4M8.2K——
Q1 2026$1.9M7.4K——
Q4 2025$1.5M5.6K——

Other funds holding AAPL

Other Financial Planning Navigators CORP positions

VGES

VANGUARD INDEX FDS

$64.5M
VGES

VANGUARD INDEX FDS

$62.1M
VGES

VANGUARD INDEX FDS

$53.9M
VGES

VANGUARD INDEX FDS

$53.3M
ETHA

ISHARES TR

$51.1M
VGES

VANGUARD TAX-MANAGED FDS

$50.7M
VGES

VANGUARD TAX-MANAGED FDS

$46.4M
VGES

VANGUARD TAX-MANAGED FDS

$45.1M