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Disclosery

Apella Capital, LLC: AVIG position timeline

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

Apella Capital, LLC held 21,694 AVIG 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 21,694 shares
    Change vs previous 13F -6,772 shares

    0.01% of the 13F portfolio, value $853,242.

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

  2. period ended2026-06-30
    13F 28,466 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,169,953.

    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 28,466 shares
    Change vs previous 13F +2,403 shares

    0.02% of the 13F portfolio, value $1,191,587.

    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 26,063 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,092,639.

    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 26,063 shares
    Change vs previous 13F -370 shares

    0.02% of the 13F portfolio, value $1,103,768.

    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 26,433 shares
    Change vs previous 13F -14,340 shares

    0.03% of the 13F portfolio, value $1,089,304.

    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 40,773 shares
    Change vs previous 13F -49 shares

    0.06% of the 13F portfolio, value $1,666,727.

    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 40,822 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,656,149.

    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).