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Next Level Wealth Planning, LLC → AAPL
Next Level Wealth Planning, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$19K
Q3 2026
Peak value
$2.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.5M |
| Q3 2026 | $654K |
| Q3 2026 | $82K |
| Q3 2026 | $20K |
| Q3 2026 | $19K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19K | 237 | — | — |
| Q3 2026 | $20K | 60 | — | — |
| Q3 2026 | $82K | 245 | — | — |
| Q3 2026 | $654K | 2.0K | — | — |
| Q3 2026 | $2.5M | 7.5K | — | — |
| Q2 2026 | $2.8M | 9.8K | — | — |
| Q1 2026 | $2.4M | 9.6K | — | — |
| Q4 2025 | $2.5M | 9.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B