GWM Advisors LLC
- SEC CIK
- 0001633516
- Latest filing
- Aug 12, 2026
APPF holding history
Appfolio Inc in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
APPF overviewAll 13F holders of APPFFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −903−100.0% | Sold out | Holders |
| Q2 2024 | 903 | $220.8K | <0.1% | +903 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −36−100.0% | Sold out | Holders |
| Q4 2023 | 36 | $6.24K | <0.1% | +36 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q4 2022 | 1 | $105 | <0.1% | +1 | New | Holders |