Lumature Wealth Partners »

Appian Corp cl a shares owned by Lumature Wealth Partners

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

Historical chart of Lumature Wealth Partners investment in Appian Corp cl a

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Appian Corp cl a by Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $29k 600 47.60
2023-03-31 $27k 600 44.38
2022-06-30 $28k 600 46.67
2022-03-31 $36k 600 60.00
2021-12-31 $39k 600 65.00
2021-09-30 $56k 600 93.33

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

Top funds holding Appian Corp cl a

Abdiel Capital Advisors
Vanguard Group
BlackRock
Lead Edge Capital Management
Baillie Gifford & Co
First Trust Advisors
State Street Corporation
Geode Capital Management
D. E. Shaw & Co
Mirae Asset Global Etfs Holdings
Harber Asset Management
Northern Trust
Great-West Life Assurance Company
Charles Schwab Investment Management
Susquehanna International

View all funds holding Appian Corp cl a