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Disclosery

Apella Capital, LLC: AVA position timeline

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

Apella Capital, LLC held 19,324 AVA 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 19,324 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $680,798.

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

  2. period ended2026-06-30
    13F 19,181 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $791,040.

    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 19,194 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $801,365.

    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 19,176 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $739,046.

    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 19,299 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $740,880.

    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 19,285 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $735,740.

    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 19,278 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $765,536.

    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 19,278 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $706,149.

    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).