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Disclosery

Apella Capital, LLC: BRK-A position timeline

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

Apella Capital, LLC held 7 BRK-A 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 shares
    Change vs previous 13F -3 shares

    0.07% of the 13F portfolio, value $5,319,300.

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

  2. period ended2026-06-30
    13F 10 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $7,560,000.

    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 10 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $7,115,588.

    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 10 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $7,548,000.

    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 10 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $7,330,800.

    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 10 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $7,164,150.

    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 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,335,263.

    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).