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Disclosery

Apella Capital, LLC: AVEM position timeline

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

Apella Capital, LLC held 1,149,116 AVEM 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 1,149,116 shares
    Change vs previous 13F +151,968 shares

    1.38% of the 13F portfolio, value $109,108,596.

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

  2. period ended2026-06-30
    13F 997,148 shares
    Change vs previous 13F +36,996 shares

    1.3% of the 13F portfolio, value $92,325,915.

    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 960,152 shares
    Change vs previous 13F +105,575 shares

    1.28% of the 13F portfolio, value $86,327,285.

    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 854,577 shares
    Change vs previous 13F +83,425 shares

    1.3% of the 13F portfolio, value $65,819,485.

    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 771,152 shares
    Change vs previous 13F +113,520 shares

    1.31% of the 13F portfolio, value $58,838,870.

    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 657,632 shares
    Change vs previous 13F +179,947 shares

    1.22% of the 13F portfolio, value $44,935,987.

    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 477,685 shares
    Change vs previous 13F +269,417 shares

    0.93% of the 13F portfolio, value $27,084,755.

    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 208,268 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,244,065.

    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).