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Disclosery

Apella Capital, LLC: AVDE position timeline

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

Apella Capital, LLC held 1,087,395 AVDE 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 1,087,395 shares
    Change vs previous 13F +258,788 shares

    1.23% of the 13F portfolio, value $97,300,102.

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

  2. period ended2026-06-30
    13F 828,607 shares
    Change vs previous 13F +71,359 shares

    1.05% of the 13F portfolio, value $74,359,216.

    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 757,248 shares
    Change vs previous 13F +75,098 shares

    1.02% of the 13F portfolio, value $68,970,106.

    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 682,150 shares
    Change vs previous 13F +49,699 shares

    1.11% of the 13F portfolio, value $56,154,617.

    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 632,451 shares
    Change vs previous 13F +90,284 shares

    1.12% of the 13F portfolio, value $50,115,394.

    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 542,167 shares
    Change vs previous 13F +132,600 shares

    1.08% of the 13F portfolio, value $39,849,302.

    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 409,567 shares
    Change vs previous 13F +153,020 shares

    0.89% of the 13F portfolio, value $26,003,392.

    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 256,547 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $15,744,314.

    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).