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Innovative Advisory Group, LLC → AAPL
Innovative Advisory Group, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
11
Latest value
$4.6M
Q3 2026
Peak value
$10.2M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $10M |
| Q4 2024 | $3K |
| Q1 2025 | $8.7M |
| Q2 2025 | $7.8M |
| Q3 2025 | $9.6M |
| Q3 2025 | $36K |
| Q4 2025 | $10.2M |
| Q4 2025 | $55 |
| Q1 2026 | $3.5M |
| Q2 2026 | $4M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 13.7K | — | — |
| Q2 2026 | $4M | 13.7K | — | — |
| Q1 2026 | $3.5M | 13.9K | — | — |
| Q4 2025 | $55 | 237 | — | — |
| Q4 2025 | $10.2M | 37.6K | — | — |
| Q3 2025 | $36K | 237 | — | — |
| Q3 2025 | $9.6M | 37.7K | — | — |
| Q2 2025 | $7.8M | 37.8K | — | — |
| Q1 2025 | $8.7M | 39.2K | — | — |
| Q4 2024 | $3K | 327 | — | — |
| Q4 2024 | $10M | 40.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B