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Green Ridge Wealth Planning LLC → AAPL

Green Ridge Wealth Planning LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$10.1M
Q3 2026
Peak value
$10.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.2M
Q1 2026$8.6M
Q2 2026$9.3M
Q3 2026$10.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.1M30.3K——
Q2 2026$9.3M32.1K——
Q1 2026$8.6M33.9K——
Q4 2025$9.2M33.9K——

Other funds holding AAPL

Other Green Ridge Wealth Planning LLC positions

QQQ

INVESCO QQQ TR

$29.1M
QQQ

INVESCO QQQ TR

$28.1M
QQQ

INVESCO QQQ TR

$22.4M
QQQ

INVESCO QQQ TR

$21.3M
VGES

VANGUARD TAX-MANAGED FDS

$20.2M
VGES

VANGUARD TAX-MANAGED FDS

$19.4M
IVZ

INVESCO EXCH TRADED FD TR II

$18M
IVZ

INVESCO EXCH TRADED FD TR II

$17.8M