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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC → AAPL

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$872K
Q4 2025$1.2M
Q1 2026$1.2M
Q2 2026$1.4M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M4.9K——
Q2 2026$1.4M5.0K——
Q1 2026$1.2M4.7K——
Q4 2025$1.2M4.6K——
Q3 2025$872K3.4K——

Other funds holding AAPL

Other STONEHAVEN WEALTH & TAX SOLUTIONS, LLC positions

STT-PG

SPDR SERIES TRUST

$12.3M
STT-PG

SPDR SERIES TRUST

$10.9M
STT-PG

SPDR SERIES TRUST

$10.8M
STT-PG

SPDR SERIES TRUST

$10.6M
STT-PG

SPDR SERIES TRUST

$10.5M
ETHA

ISHARES TR

$8.6M
ETHA

ISHARES TR

$8.6M
ETHA

ISHARES TR

$8.4M