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PDS Planning, Inc → AAPL

PDS Planning, Inc AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$45.7M
Q3 2026
Peak value
$45.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$35.5M
Q1 2026$34M
Q2 2026$39.4M
Q3 2026$45.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$45.7M137.3K——
Q2 2026$39.4M136.3K——
Q1 2026$34M134.1K——
Q4 2025$35.5M130.6K——

Other funds holding AAPL

Other PDS Planning, Inc positions

VGES

VANGUARD TAX-MANAGED FDS

$126.8M
VGES

VANGUARD TAX-MANAGED FDS

$126.5M
ETHA

ISHARES TR

$121.9M
ETHA

ISHARES TR

$117.9M
VGES

VANGUARD TAX-MANAGED FDS

$111.6M
VGES

VANGUARD TAX-MANAGED FDS

$110.6M
ETHA

ISHARES TR

$102.9M
ETHA

ISHARES TR

$100.4M
PDS Planning, Inc AAPL Holdings: 13F Position History | Track13F