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Disclosery

Apella Capital, LLC: AVLV position timeline

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

Apella Capital, LLC held 431,721 AVLV 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 431,721 shares
    Change vs previous 13F +81,311 shares

    0.5% of the 13F portfolio, value $39,662,243.

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

  2. period ended2026-06-30
    13F 350,410 shares
    Change vs previous 13F +25,164 shares

    0.45% of the 13F portfolio, value $31,866,273.

    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 325,246 shares
    Change vs previous 13F +43,697 shares

    0.41% of the 13F portfolio, value $27,766,216.

    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 281,549 shares
    Change vs previous 13F +31,500 shares

    0.42% of the 13F portfolio, value $21,332,960.

    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 250,049 shares
    Change vs previous 13F +48,264 shares

    0.4% of the 13F portfolio, value $17,806,016.

    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 201,785 shares
    Change vs previous 13F +81,958 shares

    0.38% of the 13F portfolio, value $13,939,329.

    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 119,827 shares
    Change vs previous 13F +88,412 shares

    0.25% of the 13F portfolio, value $7,405,308.

    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 31,415 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,097,580.

    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).