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Disclosery

Apella Capital, LLC: AVUS position timeline

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

Apella Capital, LLC held 176,975 AVUS 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 176,975 shares
    Change vs previous 13F +14,759 shares

    0.29% of the 13F portfolio, value $23,042,116.

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

  2. period ended2026-06-30
    13F 162,216 shares
    Change vs previous 13F -10,481 shares

    0.29% of the 13F portfolio, value $20,641,956.

    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 172,697 shares
    Change vs previous 13F -705 shares

    0.31% of the 13F portfolio, value $20,799,664.

    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 173,402 shares
    Change vs previous 13F +2,917 shares

    0.38% of the 13F portfolio, value $19,382,902.

    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 170,485 shares
    Change vs previous 13F -418 shares

    0.41% of the 13F portfolio, value $18,294,741.

    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 170,903 shares
    Change vs previous 13F -18,138 shares

    0.47% of the 13F portfolio, value $17,386,011.

    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 189,041 shares
    Change vs previous 13F -1,520 shares

    0.58% of the 13F portfolio, value $16,839,753.

    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 190,561 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $18,471,102.

    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).