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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

APPN holding history

Appian Corp in every 13F filed by EverSource 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 (Q2 2026)
894
Value
$20.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of APPN by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026894$20.5K<0.1%+394+78.8%AddedHolders
Q1 2026500$12.1K<0.1%−643−56.3%ReducedHolders
Q4 20251,143$40.5K<0.1%+332+40.9%AddedHolders
Q3 2025811$24.8K<0.1%+599+282.5%AddedHolders
Q2 2025212$6.33K<0.1%+57+36.8%AddedHolders
Q1 2025155$4.47K<0.1%+87+127.9%AddedHolders
Q4 202468$2.24K<0.1%−14−17.1%ReducedHolders
Q3 202482$2.80K<0.1%−17−17.2%ReducedHolders
Q2 202499$3.66K<0.1%+40+67.8%AddedHolders
Q1 202459$2.21K<0.1%−67−53.2%ReducedHolders
Q4 2023126$4.75K<0.1%+8+6.8%AddedHolders
Q3 2023118$5.38K<0.1%−27−18.6%ReducedHolders
Q2 2023145$6.90K<0.1%−30−17.1%ReducedHolders
Q1 2023175$7.77K<0.1%−53−23.2%ReducedHolders
Q4 2022228$7.42K<0.1%−250−52.3%ReducedHolders
Q3 2022478$19.0K<0.1%−17−3.4%ReducedHolders
Q2 2022495$24.0K<0.1%−96−16.2%ReducedHolders
Q1 2022591$36.0K<0.1%+15+2.6%AddedHolders
Q4 2021576$37.0K<0.1%–No prior filingHolders