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Disclosery

Apella Capital, LLC: AXP position timeline

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

Apella Capital, LLC held 5,651 AXP 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 5,651 shares
    Change vs previous 13F -91 shares

    0.02% of the 13F portfolio, value $1,719,280.

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

  2. period ended2026-06-30
    13F 5,742 shares
    Change vs previous 13F -270 shares

    0.03% of the 13F portfolio, value $2,007,223.

    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 6,012 shares
    Change vs previous 13F +1,439 shares

    0.03% of the 13F portfolio, value $1,994,047.

    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 4,573 shares
    Change vs previous 13F +193 shares

    0.03% of the 13F portfolio, value $1,691,796.

    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 4,380 shares
    Change vs previous 13F +333 shares

    0.03% of the 13F portfolio, value $1,415,127.

    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 4,047 shares
    Change vs previous 13F +3,055 shares

    0.04% of the 13F portfolio, value $1,306,058.

    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 992 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $260,283.

    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 931 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $276,441.

    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).