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Strategic Family Wealth Counselors, L.L.C. → AAPL

Strategic Family Wealth Counselors, L.L.C. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$10.8M
Q3 2026
Peak value
$10.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.5M
Q4 2025$10.8M
Q1 2026$8.2M
Q2 2026$9.3M
Q3 2026$10.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.8M32.3K——
Q2 2026$9.3M32.3K——
Q1 2026$8.2M32.2K——
Q4 2025$10.8M43.8K——
Q3 2025$7.5M29.3K——

Other funds holding AAPL

Other Strategic Family Wealth Counselors, L.L.C. positions

RBLX

ROBLOX CORP

$36.2M
RBLX

ROBLOX CORP

$20.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.3M