Back to AAPL

WealthPoint Financial, LLC → AAPL

WealthPoint Financial, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.7M
Q1 2026$1.7M
Q1 2026$1.6M
Q2 2026$2.2M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M7.5K——
Q2 2026$2.2M7.6K——
Q1 2026$1.6M6.4K——
Q1 2026$1.7M6.1K——
Q4 2025$1.7M6.1K——

Other funds holding AAPL

Other WealthPoint Financial, LLC positions

STT-PG

SPDR SERIES TRUST

$13.7M
STT-PG

SPDR SERIES TRUST

$13.2M
STT-PG

SPDR SERIES TRUST

$6.8M
ETHA

ISHARES TR

$6.6M
STT-PG

SPDR SERIES TRUST

$5.5M
STT-PG

SPDR SERIES TRUST

$5.5M
ETHA

ISHARES TR

$5.2M
ETHA

BLACKROCK ETF TRUST

$5.2M
WealthPoint Financial, LLC AAPL Holdings: 13F Position History | Track13F