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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

APPF holding history

Appfolio Inc in every 13F filed by Mutual 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 (Q2 2026)
1,262
Value
$202.4K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of APPF by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,262$202.4K<0.1%+1,262NewHolders
Q1 20260$00.0%−1,288−100.0%Sold outHolders
Q4 20251,288$299.7K<0.1%+20+1.6%AddedHolders
Q3 20251,268$303.7K<0.1%00.0%UnchangedHolders
Q2 20251,268$335.4K<0.1%−9−0.7%ReducedHolders
Q1 20251,277$245.2K<0.1%−172−11.9%ReducedHolders
Q4 20241,449$365.6K<0.1%+1+0.1%AddedHolders
Q3 20241,448$278.1K<0.1%−229−13.7%ReducedHolders
Q2 20241,677$384.1K<0.1%+244+17.0%AddedHolders
Q1 20241,433$353.6K<0.1%−224−13.5%ReducedHolders
Q4 20231,657$287.1K<0.1%−116−6.5%ReducedHolders
Q3 20231,773$323.8K<0.1%+1,773NewHolders
Q2 20230$00.0%−1,771−100.0%Sold outHolders
Q1 20231,771$220.5K<0.1%+1,771NewHolders
Q3 20210$00.0%−1,795−100.0%Sold outHolders
Q2 20211,795$253.0K<0.1%−35−1.9%ReducedHolders
Q1 20211,830$259.0K<0.1%––Holders

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