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Disclosery

Apella Capital, LLC: AVUV position timeline

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

Apella Capital, LLC held 117,901 AVUV 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 117,901 shares
    Change vs previous 13F -27,240 shares

    0.18% of the 13F portfolio, value $14,045,555.

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

  2. period ended2026-06-30
    13F 145,141 shares
    Change vs previous 13F -3,414 shares

    0.25% of the 13F portfolio, value $17,874,153.

    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 148,555 shares
    Change vs previous 13F -7,622 shares

    0.26% of the 13F portfolio, value $17,458,137.

    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 156,177 shares
    Change vs previous 13F +1,090 shares

    0.31% of the 13F portfolio, value $15,926,967.

    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 155,087 shares
    Change vs previous 13F +92,213 shares

    0.34% of the 13F portfolio, value $15,057,410.

    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 62,874 shares
    Change vs previous 13F +23,115 shares

    0.16% of the 13F portfolio, value $5,890,642.

    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 39,759 shares
    Change vs previous 13F -269 shares

    0.11% of the 13F portfolio, value $3,258,615.

    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 40,028 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,863,883.

    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).