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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

APPN holding history

Appian Corp in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APPN overviewAll 13F holders of APPNFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of APPN by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−69−100.0%Sold outHolders
Q3 202469$2.36K<0.1%00.0%UnchangedHolders
Q2 202469$2.13K<0.1%00.0%UnchangedHolders
Q1 202469$2.76K<0.1%00.0%UnchangedHolders
Q4 202369$2.60K<0.1%00.0%UnchangedHolders
Q3 202369$3.15K<0.1%00.0%UnchangedHolders
Q2 202369$3.29K<0.1%00.0%UnchangedHolders
Q1 202369$3.06K<0.1%00.0%UnchangedHolders
Q4 202269$2.25K<0.1%−182−72.5%ReducedHolders
Q3 2022251$10.0K<0.1%00.0%UnchangedHolders
Q2 2022251$12.0K<0.1%00.0%UnchangedHolders
Q1 2022251$15.0K<0.1%00.0%UnchangedHolders
Q4 2021251$16.0K<0.1%00.0%UnchangedHolders
Q3 2021251$23.0K<0.1%+182+263.8%AddedHolders
Q2 202169$10.0K<0.1%00.0%UnchangedHolders
Q1 202169$9.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.