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Disclosery

Apella Capital, LLC: AVDV position timeline

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

Apella Capital, LLC held 569,360 AVDV 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 569,360 shares
    Change vs previous 13F +43,507 shares

    0.78% of the 13F portfolio, value $61,525,003.

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

  2. period ended2026-06-30
    13F 525,853 shares
    Change vs previous 13F +36,014 shares

    0.77% of the 13F portfolio, value $54,573,001.

    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 489,839 shares
    Change vs previous 13F +19,440 shares

    0.78% of the 13F portfolio, value $52,834,078.

    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 470,399 shares
    Change vs previous 13F +23,767 shares

    0.87% of the 13F portfolio, value $44,203,409.

    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 446,632 shares
    Change vs previous 13F +24,558 shares

    0.89% of the 13F portfolio, value $39,906,612.

    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 422,074 shares
    Change vs previous 13F +41,237 shares

    0.91% of the 13F portfolio, value $33,445,165.

    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 380,837 shares
    Change vs previous 13F +98,699 shares

    0.87% of the 13F portfolio, value $25,359,964.

    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 282,138 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $18,361,542.

    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).