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Ridgeline Wealth Planning, LLC → AAPL

Ridgeline Wealth Planning, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$787K
Q1 2026$979K
Q2 2026$1.1M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M4.5K——
Q2 2026$1.1M3.7K——
Q1 2026$979K3.9K——
Q4 2025$787K2.9K——

Other funds holding AAPL

Other Ridgeline Wealth Planning, LLC positions

STT-PG

SPDR SERIES TRUST

$43.5M
STT-PG

SPDR SERIES TRUST

$42.1M
STT-PG

SPDR SERIES TRUST

$35.9M
STT-PG

SPDR SERIES TRUST

$34.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
Ridgeline Wealth Planning, LLC AAPL Holdings: 13F Position History | Track13F