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Channel Wealth LLC

SEC CIK
0001975550
Latest filing
Aug 4, 2026

APPF holding history

Appfolio Inc in every 13F filed by Channel Wealth 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)
16,486
Value
$2.64M
% of portfolio
0.6%
Quarters held
12
Since Q1 2023
Holdings of APPF by Channel Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,486$2.64M0.6%00.0%UnchangedHolders
Q1 202616,486$2.60M0.6%−20.0%ReducedHolders
Q4 202516,488$3.84M1.0%−25−0.2%ReducedHolders
Q3 202516,513$4.55M1.2%−13−0.1%ReducedHolders
Q2 202516,526$3.81M1.1%−1,311−7.3%ReducedHolders
Q1 202517,837$3.92M1.2%00.0%UnchangedHolders
Q4 202417,837$4.40M1.4%−25−0.1%ReducedHolders
Q3 202417,862$4.20M1.4%+20.0%AddedHolders
Q2 202417,860$4.37M1.6%00.0%UnchangedHolders
Q1 202417,860$4.41M1.8%+14,122+377.8%AddedHolders
Q4 20233,738$647.6K0.3%+3,738NewHolders
Q2 20230$00.0%−1,758−100.0%Sold outHolders
Q1 20231,758$218.8K0.1%–No prior filingHolders