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Heck Capital Advisors, LLC → AAPL

Heck Capital Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$24.6M
Q3 2026
Peak value
$24.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.1M
Q4 2025$2M
Q1 2026$5.9M
Q2 2026$19.2M
Q3 2026$24.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.6M73.8K——
Q2 2026$19.2M66.2K——
Q1 2026$5.9M23.3K——
Q4 2025$2M7.3K——
Q3 2025$2.1M8.3K——

Other funds holding AAPL

Other Heck Capital Advisors, LLC positions

ETHA

ISHARES TR

$271.2M
ETHA

ISHARES TR

$265.7M
ETHA

ISHARES TR

$206.3M
ETHA

ISHARES TR

$194.2M
ETHA

ISHARES TR

$189.7M
VGES

VANGUARD INDEX FDS

$134.8M
VGES

VANGUARD INDEX FDS

$129.2M
VGES

VANGUARD INDEX FDS

$120.1M