Skip to content
Disclosery

Apella Capital, LLC: AVRE position timeline

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

Apella Capital, LLC held 29,445 AVRE 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 29,445 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $1,289,984.

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

  2. period ended2026-06-30
    13F 29,266 shares
    Change vs previous 13F +1,077 shares

    0.02% of the 13F portfolio, value $1,411,225.

    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 28,189 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $1,351,934.

    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 28,162 shares
    Change vs previous 13F +525 shares

    0.02% of the 13F portfolio, value $1,225,903.

    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 27,637 shares
    Change vs previous 13F -120 shares

    0.03% of the 13F portfolio, value $1,229,288.

    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 27,757 shares
    Change vs previous 13F -309 shares

    0.03% of the 13F portfolio, value $1,224,424.

    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 28,066 shares
    Change vs previous 13F -502 shares

    0.04% of the 13F portfolio, value $1,144,826.

    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 28,568 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,197,554.

    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).