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Summit Financial Consulting LLC → AAPL

Summit Financial Consulting LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$916K
Q1 2026$813K
Q2 2026$823K
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M3.6K——
Q2 2026$823K2.8K——
Q1 2026$813K3.2K——
Q4 2025$916K3.4K——

Other funds holding AAPL

Other Summit Financial Consulting LLC positions

ETHA

ISHARES TR

$26.4M
BLK

ISHARES TR

$25.1M
BLK

ISHARES TR

$22.3M
ETHA

ISHARES TR

$22.2M
ETHA

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
ETHA

ISHARES TR

$21.6M