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VALLEY NATIONAL ADVISERS INC → AAPL

VALLEY NATIONAL ADVISERS INC AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$44K
Q3 2026
Peak value
$41.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$30K
Q4 2025$28.7M
Q4 2025$42K
Q1 2026$26K
Q1 2026$26.4M
Q1 2026$44K
Q2 2026$36.3M
Q2 2026$45K
Q3 2026$41.9M
Q3 2026$44K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$44K545——
Q3 2026$41.9M125.7K——
Q2 2026$45K545——
Q2 2026$36.3M125.6K——
Q1 2026$44K545——
Q1 2026$26.4M104.0K——
Q1 2026$26K105——
Q4 2025$42K545——
Q4 2025$28.7M105.4K——
Q4 2025$30K114——

Other funds holding AAPL

Other VALLEY NATIONAL ADVISERS INC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$65M
SCHW-PJ

SCHWAB STRATEGIC TR

$62.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$53M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$44M
SCHW-PJ

SCHWAB STRATEGIC TR

$38.9M
VGES

VANGUARD INDEX FDS

$38.4M
VGES

VANGUARD INDEX FDS

$36.4M