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Apella Capital, LLC: ADI position timeline

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

Apella Capital, LLC held 3,328 ADI 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 3,328 shares
    Change vs previous 13F +425 shares

    0.02% of the 13F portfolio, value $1,364,898.

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

  2. period ended2026-06-30
    13F 2,903 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $1,100,439.

    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 2,887 shares
    Change vs previous 13F +703 shares

    0.02% of the 13F portfolio, value $1,072,473.

    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 2,184 shares
    Change vs previous 13F -133 shares

    0.01% of the 13F portfolio, value $592,373.

    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 2,317 shares
    Change vs previous 13F +108 shares

    0.01% of the 13F portfolio, value $559,880.

    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 2,209 shares
    Change vs previous 13F +953 shares

    0.01% of the 13F portfolio, value $534,212.

    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 1,256 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,996.

    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).