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Southern Financial Group, LLC → AAPL

Southern Financial Group, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.9M
Q1 2026$2.6M
Q2 2026$2.8M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M8.4K——
Q2 2026$2.8M9.5K——
Q1 2026$2.6M10.3K——
Q4 2025$2.9M10.5K——

Other funds holding AAPL

Other Southern Financial Group, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$70.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$65M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$62.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$60.5M
FPF

FIRST TR EXCHANGE TRADED FD

$56.4M
FPF

FIRST TR EXCHANGE TRADED FD

$51.4M
FPF

FIRST TR EXCHANGE TRADED FD

$50.5M
FPF

FIRST TR EXCHANGE-TRADED FD

$49.5M
Southern Financial Group, LLC AAPL Holdings: 13F Position History | Track13F