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Ipsen Advisor Group LLC → AAPL

Ipsen Advisor Group LLC AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$280K
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.8M
Q3 2025$304K
Q4 2025$2.7M
Q4 2025$289K
Q1 2026$2.5M
Q1 2026$282K
Q2 2026$2.8M
Q2 2026$287K
Q3 2026$2.7M
Q3 2026$280K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$280K3.5K——
Q3 2026$2.7M8.0K——
Q2 2026$287K3.5K——
Q2 2026$2.8M9.7K——
Q1 2026$282K3.4K——
Q1 2026$2.5M10.0K——
Q4 2025$289K3.7K——
Q4 2025$2.7M10.0K——
Q3 2025$304K3.9K——
Q3 2025$2.8M10.8K——

Other funds holding AAPL

Other Ipsen Advisor Group LLC positions

ETHA

ISHARES TR

$7.9M
ETHA

ISHARES TR

$7.3M
IVZ

INVESCO EXCH TRADED FD TR II

$6.6M
ETHA

ISHARES TR

$6.5M
ETHA

ISHARES TR

$6.3M
ETHA

ISHARES TR

$6.3M
IVZ

INVESCO EXCH TRADED FD TR II

$6.1M
IVZ

INVESCO EXCH TRADED FD TR II

$5.9M