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Disclosery

Apella Capital, LLC: ADP position timeline

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

Apella Capital, LLC held 7,043 ADP 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 7,043 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $1,859,382.

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

  2. period ended2026-06-30
    13F 7,292 shares
    Change vs previous 13F +175 shares

    0.03% of the 13F portfolio, value $1,790,953.

    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 7,117 shares
    Change vs previous 13F +2,665 shares

    0.02% of the 13F portfolio, value $1,426,764.

    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 4,452 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $1,145,236.

    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 4,460 shares
    Change vs previous 13F +29 shares

    0.03% of the 13F portfolio, value $1,249,603.

    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 4,431 shares
    Change vs previous 13F -213 shares

    0.04% of the 13F portfolio, value $1,366,594.

    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 4,644 shares
    Change vs previous 13F +389 shares

    0.05% of the 13F portfolio, value $1,368,592.

    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 4,255 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,245,566.

    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).