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Disclosery

Apella Capital, LLC: AEP position timeline

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

Apella Capital, LLC held 11,183 AEP 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 11,183 shares
    Change vs previous 13F +2,738 shares

    0.02% of the 13F portfolio, value $1,365,275.

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

  2. period ended2026-06-30
    13F 8,445 shares
    Change vs previous 13F +662 shares

    0.02% of the 13F portfolio, value $1,161,383.

    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 7,783 shares
    Change vs previous 13F +2,249 shares

    0.02% of the 13F portfolio, value $1,040,221.

    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 5,534 shares
    Change vs previous 13F +592 shares

    0.01% of the 13F portfolio, value $638,083.

    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 4,942 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $580,853.

    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 4,878 shares
    Change vs previous 13F +268 shares

    0.01% of the 13F portfolio, value $508,145.

    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 4,610 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $471,810.

    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 4,405 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $406,314.

    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).