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Mallini Complete Financial Planning LLC → AAPL
Mallini Complete Financial Planning LLC AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $781K |
| Q4 2025 | $807K |
| Q1 2026 | $706K |
| Q2 2026 | $806K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 3.8K | — | — |
| Q2 2026 | $806K | 2.8K | — | — |
| Q1 2026 | $706K | 2.8K | — | — |
| Q4 2025 | $807K | 3.0K | — | — |
| Q3 2025 | $781K | 3.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Mallini Complete Financial Planning LLC positions
VGES
$48MVANGUARD TOTAL STOCK MARKET ETF
VGES
$46.8MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$43.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43MVANGUARD TOTAL STOCK MARKET ETF
VGES
$25.4MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.8MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.6MVANGUARD TOTAL BOND MARKET ETF