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ORBA Wealth Advisors, L.L.C. → AAPL

ORBA Wealth Advisors, L.L.C. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$19.8M
Q3 2026
Peak value
$19.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.1M
Q4 2025$14.2M
Q1 2026$6.4M
Q2 2026$17.3M
Q3 2026$19.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.8M59.3K——
Q2 2026$17.3M59.8K——
Q1 2026$6.4M25.2K——
Q4 2025$14.2M52.4K——
Q3 2025$13.1M51.6K——

Other funds holding AAPL

Other ORBA Wealth Advisors, L.L.C. positions

SPY

SPDR S&P 500 ETF TR

$8.1M
STT-PG

SSGA ACTIVE ETF TR

$7.4M
STT-PG

SSGA ACTIVE ETF TR

$6.4M
STT-PG

SSGA ACTIVE ETF TR

$6M
STT-PG

SSGA ACTIVE ETF TR

$5.9M
SPY

SPDR S&P 500 ETF TR

$5.6M
SPY

STATE STR SPDR S&P 500 ETF T

$5.3M
SPY

STATE STR SPDR S&P 500 ETF T

$5.2M