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Disclosery

Apella Capital, LLC: BA position timeline

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

Apella Capital, LLC held 14,202 BA 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 14,202 shares
    Change vs previous 13F +307 shares

    0.03% of the 13F portfolio, value $2,674,589.

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

  2. period ended2026-06-30
    13F 13,895 shares
    Change vs previous 13F +266 shares

    0.05% of the 13F portfolio, value $3,219,159.

    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 13,629 shares
    Change vs previous 13F +3,762 shares

    0.05% of the 13F portfolio, value $3,044,413.

    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 9,867 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $2,142,366.

    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 9,971 shares
    Change vs previous 13F +427 shares

    0.05% of the 13F portfolio, value $2,112,797.

    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 9,544 shares
    Change vs previous 13F -652 shares

    0.06% of the 13F portfolio, value $2,086,648.

    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 10,196 shares
    Change vs previous 13F +1,524 shares

    0.06% of the 13F portfolio, value $1,639,753.

    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 8,672 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,534,979.

    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).