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Rise Advisors, LLC → AAPL

Rise Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$4.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.4M
Q1 2026$4.3M
Q2 2026$4.9M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M10.0K——
Q2 2026$4.9M16.9K——
Q1 2026$4.3M16.6K——
Q4 2025$4.4M16.0K——

Other funds holding AAPL

Other Rise Advisors, LLC positions

VGES

VANGUARD MORNINGSTAR GROWTH ETF

$55.3M
VGES

VANGUARD GROWTH ETF

$52.5M
VGES

VANGUARD GROWTH ETF

$49.5M
VGES

VANGUARD GROWTH ETF

$46.2M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$39.8M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$39.3M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$32.5M
VGES

VANGUARD VALUE ETF

$30.8M
Rise Advisors, LLC AAPL Holdings: 13F Position History | Track13F