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Disclosery

Apella Capital, LLC: BNY position timeline

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

Apella Capital, LLC held 7,928 BNY 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 7,928 shares
    Change vs previous 13F +871 shares

    0.01% of the 13F portfolio, value $1,131,457.

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

  2. period ended2026-06-30
    13F 7,057 shares
    Change vs previous 13F -85 shares

    0.02% of the 13F portfolio, value $1,079,143.

    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 7,142 shares
    Change vs previous 13F +2,442 shares

    0.01% of the 13F portfolio, value $964,828.

    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 4,700 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $545,584.

    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 4,622 shares
    Change vs previous 13F +1,325 shares

    0.01% of the 13F portfolio, value $493,297.

    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 3,297 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $307,478.

    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 3,238 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $256,904.

    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).