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Wealth Intelligence, LLC → AAPL

Wealth Intelligence, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$8.6M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.5M
Q1 2026$6.7M
Q2 2026$7.6M
Q3 2026$8.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.6M25.7K——
Q2 2026$7.6M26.3K——
Q1 2026$6.7M26.4K——
Q4 2025$7.5M27.5K——

Other funds holding AAPL

Other Wealth Intelligence, LLC positions

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FPF

FIRST TR EXCHANGE-TRADED FD

$19.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$18.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$17.8M
FMN

FEDERATED HERMES TTL RTNBND ETF

$16.8M