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Heritage Family Offices, LLP → AAPL
Heritage Family Offices, LLP AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$69K
Q3 2026
Peak value
$8.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q1 2026 | $5.6M |
| Q2 2026 | $7M |
| Q3 2026 | $8.3M |
| Q3 2026 | $69K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69K | 854 | — | — |
| Q3 2026 | $8.3M | 24.8K | — | — |
| Q2 2026 | $7M | 24.1K | — | — |
| Q1 2026 | $5.6M | 21.9K | — | — |
| Q4 2025 | $4.5M | 16.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B