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RCS Financial Planning, LLC → AAPL

RCS Financial Planning, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$4.4M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q4 2025$4M
Q1 2026$3.3M
Q2 2026$3.9M
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M13.2K——
Q2 2026$3.9M13.4K——
Q1 2026$3.3M13.1K——
Q4 2025$4M14.8K——
Q3 2025$3.8M14.9K——

Other funds holding AAPL

Other RCS Financial Planning, LLC positions

HONA

DIMENSIONAL ETF TRUST

$17.5M
HONA

DIMENSIONAL ETF TRUST

$17.4M
HONA

DIMENSIONAL ETF TRUST

$17.2M
HONA

DIMENSIONAL ETF TRUST

$17.2M
FIS

FIDELITY MERRIMACK STR TR

$17M
FIS

FIDELITY MERRIMACK STR TR

$16.9M
FIS

FIDELITY MERRIMACK STR TR

$16.7M
FIS

FIDELITY MERRIMACK STR TR

$16.4M