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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

APPN holding history

Appian Corp in every 13F filed by Avion Wealth, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of APPN by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−14−100.0%Sold outHolders
Q1 202414$1.00K<0.1%+14NewHolders
Q3 20230$00.0%−14−100.0%Sold outHolders
Q2 202314$00.0%+14NewHolders
Q2 20210$00.0%−28−100.0%Sold outHolders
Q1 202128$4.00K<0.1%––Holders

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