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FOUNDERS GROVE WEALTH PARTNERS, LLC → AAPL

FOUNDERS GROVE WEALTH PARTNERS, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$375K
Q3 2026
Peak value
$12.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.2M
Q4 2025$593K
Q1 2026$8.6M
Q1 2026$572K
Q2 2026$10.8M
Q2 2026$553K
Q3 2026$12.1M
Q3 2026$375K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$375K4.7K——
Q3 2026$12.1M36.5K——
Q2 2026$553K6.7K——
Q2 2026$10.8M37.2K——
Q1 2026$572K7.0K——
Q1 2026$8.6M33.9K——
Q4 2025$593K7.6K——
Q4 2025$9.2M34.0K——

Other funds holding AAPL

Other FOUNDERS GROVE WEALTH PARTNERS, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$37.5M
VGES

VANGUARD TAX-MANAGED FDS

$37.4M
VGES

VANGUARD TAX-MANAGED FDS

$35M
VGES

VANGUARD TAX-MANAGED FDS

$34.3M
STT-PG

SPDR SERIES TRUST

$26.1M
STT-PG

SPDR SERIES TRUST

$25.8M
STT-PG

SPDR SERIES TRUST

$24M
VGES

VANGUARD INDEX FDS

$24M