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LightSquare Wealth Management, LLC → AAPL

LightSquare Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$2.7M
Q3 2026
Peak value
$3.7M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$2.4M
Q1 2026$3.1M
Q2 2026$3.1M
Q2 2026$3M
Q3 2026$3.7M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M33.8K——
Q3 2026$3.7M11.0K——
Q2 2026$3M35.8K——
Q2 2026$3.1M10.6K——
Q1 2026$3.1M38.3K——
Q1 2026$2.4M9.3K——

Other funds holding AAPL

Other LightSquare Wealth Management, LLC positions

STT-PG

SELECT SECTOR SPDR TR

$17.6M
STT-PG

SELECT SECTOR SPDR TR

$17.4M
STT-PG

SELECT SECTOR SPDR TR

$13.4M
VGES

VANGUARD INDEX FDS

$11.9M
VGES

VANGUARD INDEX FDS

$11.8M
VGES

VANGUARD INDEX FDS

$10.9M
VGES

VANGUARD INDEX FDS

$7.4M
VGES

VANGUARD INDEX FDS

$7.2M