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Disclosery

Apella Capital, LLC: APO position timeline

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

Apella Capital, LLC held 1,929 APO 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 1,929 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $222,912.

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

  2. period ended2026-06-30
    13F 2,086 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $248,913.

    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 2,070 shares
    Change vs previous 13F -526 shares

    <0.01% of the 13F portfolio, value $257,987.

    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 2,596 shares
    Change vs previous 13F -286 shares

    0.01% of the 13F portfolio, value $375,800.

    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 2,882 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $348,272.

    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).