Appfolio shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Appfolio
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Quarterly reported holdings in Appfolio by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $730k | 2.6k | 275.66 |
| 2025-06-30 | $882k | 3.8k | 230.28 |
| 2025-03-31 | $774k | 3.5k | 219.90 |
| 2023-06-30 | $2.5M | 15k | 172.14 |