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DIVERSIFY WEALTH MANAGEMENT, LLC → APPF
DIVERSIFY WEALTH MANAGEMENT, LLC APPF Position History
AppFolio, Inc. • Technology
Quarters held
5
Latest value
$460K
Q3 2026
Peak value
$460K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $391K |
| Q4 2025 | $313K |
| Q1 2026 | $342K |
| Q2 2026 | $361K |
| Q3 2026 | $460K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $460K | 2.1K | — | — |
| Q2 2026 | $361K | 2.1K | — | — |
| Q1 2026 | $342K | 2.1K | — | — |
| Q4 2025 | $313K | 1.4K | — | — |
| Q3 2025 | $391K | 1.5K | — | — |
Other funds holding APPF
$631.6M
$554.7M
$544.6M
$527.8M
$387.3M
$317.7M