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Disclosery

Apella Capital, LLC: AVGO position timeline

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

Apella Capital, LLC held 10,259 AVGO 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 10,259 shares
    Change vs previous 13F +1,199 shares

    0.05% of the 13F portfolio, value $3,862,678.

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

  2. period ended2026-06-30
    13F 9,060 shares
    Change vs previous 13F +1,029 shares

    0.05% of the 13F portfolio, value $3,359,258.

    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 8,031 shares
    Change vs previous 13F +2,115 shares

    0.05% of the 13F portfolio, value $3,264,779.

    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 5,916 shares
    Change vs previous 13F +790 shares

    0.04% of the 13F portfolio, value $2,047,499.

    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 5,126 shares
    Change vs previous 13F +1,271 shares

    0.04% of the 13F portfolio, value $1,815,520.

    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 3,855 shares
    Change vs previous 13F +591 shares

    0.03% of the 13F portfolio, value $1,056,992.

    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 3,264 shares
    Change vs previous 13F +308 shares

    0.02% of the 13F portfolio, value $604,272.

    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 2,956 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $685,287.

    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).