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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

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Quarterly 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