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Rolek Wealth Management LLC → AAPL

Rolek Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$847K
Q3 2026
Peak value
$847K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$732K
Q4 2025$788K
Q1 2026$712K
Q2 2026$812K
Q3 2026$847K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$847K2.5K——
Q2 2026$812K2.8K——
Q1 2026$712K2.8K——
Q4 2025$788K2.9K——
Q3 2025$732K2.9K——

Other funds holding AAPL

Other Rolek Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$77.3M
ETHA

INVESCO EXCH TRADED FD TR II

$76.5M
ETHA

INVESCO EXCH TRADED FD TR II

$73.1M
VGES

VANGUARD INDEX FDS

$72.6M
VGES

VANGUARD INDEX FDS

$60.6M
VGES

VANGUARD INDEX FDS

$59.6M
VGES

VANGUARD INDEX FDS

$58.3M
VGES

VANGUARD INDEX FDS

$56.4M