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Disclosery

Apella Capital, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on AAPL, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 354,187 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 354,187 shares
    Change vs previous 13F +17,029 shares

    1.51% of the 13F portfolio, value $119,244,274.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 337,158 shares
    Change vs previous 13F +11,593 shares

    1.48% of the 13F portfolio, value $104,741,572.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 325,565 shares
    Change vs previous 13F +71,094 shares

    1.31% of the 13F portfolio, value $87,977,455.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 254,471 shares
    Change vs previous 13F +60,182 shares

    1.37% of the 13F portfolio, value $69,180,416.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 194,289 shares
    Change vs previous 13F +9,923 shares

    1.07% of the 13F portfolio, value $48,076,907.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 184,366 shares
    Change vs previous 13F +70,529 shares

    1.05% of the 13F portfolio, value $38,707,619.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 113,837 shares
    Change vs previous 13F +35,328 shares

    0.78% of the 13F portfolio, value $22,636,577.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 78,509 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $19,660,291.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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