Moran Wealth Management, LLC

SEC CIK: 0001965334
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

APPF holding history

Appfolio Inc in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APPF overview All 13F holders of APPF Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of APPF by Moran Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−40,341−100.0%	Sold out	Holders
Q3 2024	40,341	$9.50M	0.3%	+858+2.2%	Added	Holders
Q2 2024	39,483	$9.66M	0.3%	+3,581+10.0%	Added	Holders
Q1 2024	35,902	$8.86M	0.3%	+35,902	New	Holders