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Appian Corp cl a shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Appian Corp cl a (APPN) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Appian Corp cl a

Tip: Access up to 7 years of quarterly data

All positions including Appian Corp cl a held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appian Corp cl a by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.9k 60 31.30
2025-03-31 $1.7k 60 28.82
2024-12-31 $2.0k 60 32.98

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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Appian Corp cl a

Vanguard Group
BlackRock
Citadel Advisors
Lead Edge Capital Management
Abdiel Capital Advisors
Arrowstreet Capital, Limited Partnership
Susquehanna International
First Trust Advisors
State Street Corporation
Geode Capital Management
Wolf Hill Capital Management
Baillie Gifford & Co
Jacobs Levy Equity Management
Acadian Asset Management
D. E. Shaw & Co

View all funds holding Appian Corp cl a