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Apella Capital, LLC: AMP position timeline

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

Apella Capital, LLC held 944 AMP 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 944 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $463,222.

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

  2. period ended2026-06-30
    13F 838 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $425,493.

    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 820 shares
    Change vs previous 13F +54 shares

    0.01% of the 13F portfolio, value $374,222.

    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 766 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $375,512.

    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 735 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $343,931.

    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 571 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $306,301.

    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 581 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $274,813.

    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 558 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $297,096.

    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).