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Charles Schwab Trust Co: APPN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on APPN, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 348,101 APPN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 348,101 shares
    Change vs previous 13F -22,561 shares

    <0.01% of the 13F portfolio, value $7,971,513.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 370,662 shares
    Change vs previous 13F +19,734 shares

    <0.01% of the 13F portfolio, value $8,936,661.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 350,928 shares
    Change vs previous 13F +13,031 shares

    <0.01% of the 13F portfolio, value $12,429,870.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 337,897 shares
    Change vs previous 13F -7,641 shares

    <0.01% of the 13F portfolio, value $10,329,511.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 345,538 shares
    Change vs previous 13F +4,499 shares

    <0.01% of the 13F portfolio, value $10,317,765.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 341,039 shares
    Change vs previous 13F -7,893 shares

    <0.01% of the 13F portfolio, value $9,825,334.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 348,932 shares
    Change vs previous 13F +14,085 shares

    <0.01% of the 13F portfolio, value $11,507,777.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 334,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,431,677.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).