Skip to content
Disclosery

Apella Capital, LLC: AGG position timeline

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

Apella Capital, LLC held 56,952 AGG 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 56,952 shares
    Change vs previous 13F +37,915 shares

    0.07% of the 13F portfolio, value $5,371,139.

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

  2. period ended2026-06-30
    13F 19,037 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $1,869,602.

    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 18,956 shares
    Change vs previous 13F +3,111 shares

    0.03% of the 13F portfolio, value $1,892,796.

    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 15,845 shares
    Change vs previous 13F +1,606 shares

    0.03% of the 13F portfolio, value $1,582,578.

    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 14,239 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,439,599.

    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).