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Michels Family Financial, LLC → AAPL

Michels Family Financial, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q4 2025$1.5M
Q1 2026$1.5M
Q2 2026$1.7M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M5.9K——
Q2 2026$1.7M5.9K——
Q1 2026$1.5M5.7K——
Q4 2025$1.5M5.6K——
Q3 2025$1.3M5.1K——

Other funds holding AAPL

Other Michels Family Financial, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$10.3M
SPY

STATE STR SPDR S&P 500 ETF T

$10.2M
SPY

SPDR S&P 500 ETF TR

$8.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.8M
SPY

STATE STR SPDR S&P 500 ETF T

$8.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.4M
SPY

SPDR S&P 500 ETF TR

$8.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.9M