Appfolio shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Appfolio (APPF) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Appfolio
Tip: Access up to 7 years of quarterly data
All positions including Appfolio held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Appfolio by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $16k | 101 | 157.83 |
| 2025-12-31 | $26k | 111 | 232.67 |
| 2025-09-30 | $15k | 55 | 275.75 |
| 2025-06-30 | $7.6k | 33 | 230.25 |
| 2025-03-31 | $17k | 78 | 220.00 |
| 2024-12-31 | $55k | 222 | 246.75 |
| 2024-09-30 | $3.3k | 14 | 235.50 |
| 2024-06-30 | $4.0k | 18 | 221.50 |
| 2024-03-31 | $1.1k | 5 | 226.75 |
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