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True Link Financial Advisors, LLC → AAPL

True Link Financial Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
9
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$773K
Q4 2025$1.3M
Q1 2026$1.1M
Q1 2026$1.1M
Q1 2026$152K
Q1 2026$152K
Q2 2026$4K
Q2 2026$1.2M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M12.4K——
Q2 2026$1.2M4.3K——
Q2 2026$4K4.3K——
Q1 2026$152K1.9K——
Q1 2026$152K1.9K——
Q1 2026$1.1M4.4K——
Q1 2026$1.1M4.4K——
Q4 2025$1.3M4.8K——
Q3 2025$773K3.0K——

Other funds holding AAPL

Other True Link Financial Advisors, LLC positions

VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$437.7M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$436.1M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$413.5M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$413.5M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$407M
VGES

VANGUARD INTERMEDIATE-TERM BOND ETF

$378.9M
ETHA

ISHARES CORE S&P 500 ETF

$215.8M
ETHA

ISHARES CORE S&P 500 ETF

$211.2M