Back to AAPL

NBZ Investment Advisors LLC → AAPL

NBZ Investment Advisors LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.5M
Q4 2025$3.2M
Q1 2026$3.3M
Q2 2026$4.4M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M15.2K——
Q2 2026$4.4M15.3K——
Q1 2026$3.3M13.1K——
Q4 2025$3.2M11.7K——
Q3 2025$3.5M13.9K——

Other funds holding AAPL

Other NBZ Investment Advisors LLC positions

STT-PG

SPDR SERIES TRUST

$34.7M
STT-PG

SPDR SERIES TRUST

$30.5M
STT-PG

SPDR SERIES TRUST

$29.5M
AMPY

AMPLIFY ETF TR

$24.6M
AMPY

AMPLIFY ETF TR

$24.2M
AMPY

AMPLIFY ETF TR

$23.7M
AMPY

AMPLIFY ETF TR

$22.9M
AMPY

AMPLIFY ETF TR

$21.2M