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Appfolio shares owned by Beirne Wealth Consulting Services

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Beirne Wealth Consulting Services from 13F filings

Historical chart of Beirne Wealth Consulting Services investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Beirne Wealth Consulting Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Beirne Wealth Consulting Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 794 275.66

More positions owned by Beirne Wealth Consulting Services

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Beirne Wealth Consulting Services

Top funds holding Appfolio

Vanguard Group
BlackRock
Ashe Capital Management
Principal Financial Group
State Street Corporation
Kayne Anderson Rudnick Investment Management
William Blair Investment Management
Gilder, Gagnon, Howe & Co
FMR
Nellore Capital Management
Geode Capital Management
Df Dent & Co
Invesco
Morgan Stanley
Brown Capital Management

View all funds holding Appfolio